CWP

Capital Wealth Planning Portfolio holdings

AUM $15.4B
1-Year Est. Return 25.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.67%
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
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-2,543
227
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-5,191
228
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-19,064
229
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-6,586
230
– –
-8,274
231
– –
-10,207
232
– –
-6,120
233
– –
-4,129
234
– –
-7,935
235
– –
-121,589
236
– –
-18,692
237
– –
-25,130
6 7 8 9
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