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CWP

Capital Wealth Planning Portfolio holdings

AUM $18.1B
1-Year Est. Return 26.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$49.6M
3
+$37M
4
NEM icon
Newmont
NEM
+$34.2M
5
CCI icon
Crown Castle
CCI
+$34.1M

Top Sells

1
+$68.6M
2
+$65.3M
3
+$49.4M
4
HD icon
Home Depot
HD
+$42.3M
5
MDLZ icon
Mondelez International
MDLZ
+$41.5M

Sector Composition

1 Financials 15.63%
2 Technology 14.36%
3 Consumer Discretionary 13.97%
4 Consumer Staples 13.55%
5 Industrials 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-25,130
227
– –
-6,631
228
– –
-6,530
229
– –
-15,956
230
– –
-3,709
231
– –
-21,950
232
– –
-9,505
233
– –
-2,500
234
– –
-10,000
235
– –
-12,212
236
– –
-13,646
237
– –
-12,995
6 7 8 9
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