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
$1.38B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$71.4M
2
+$71.3M
3
+$63.1M
4
DIS icon
Walt Disney
DIS
+$62.6M
5
AXP icon
American Express
AXP
+$59.4M

Top Sells

1
+$4.34M
2
+$1.25M
3
+$951K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$221K

Sector Composition

1 Financials 14.32%
2 Consumer Staples 13.58%
3 Industrials 12.13%
4 Healthcare 11.96%
5 Consumer Discretionary 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$84K 0.01%
+12,850
252
$77K 0.01%
+13,629
253
$66K ﹤0.01%
+8,900
254
$11K ﹤0.01%
+10,000
255
– –
-2,025
7 8 9 10
11