CWP

Capital Wealth Planning Portfolio holdings

AUM $14.2B
1-Year Est. Return 20.45%
This Quarter Est. Return
1 Year Est. Return
+20.45%
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
+$85M
2
+$49.7M
3
+$39.3M
4
NEM icon
Newmont
NEM
+$35.6M
5
CCI icon
Crown Castle
CCI
+$35.5M

Top Sells

1
+$67.8M
2
+$66M
3
+$50M
4
HD icon
Home Depot
HD
+$46.3M
5
MDLZ icon
Mondelez International
MDLZ
+$41.4M

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
– –
-11,538
227
– –
-16,390
228
– –
-32,973
229
– –
-2,543
230
– –
-6,586
231
– –
-8,274
232
– –
-10,207
233
– –
-6,120
234
– –
-4,129
235
– –
-7,935
236
– –
-121,589
237
– –
-18,692
6 7 8 9
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