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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
$1.67B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$45.7M
2
+$44.4M
3
+$42.5M
4
SLB icon
SLB Ltd
SLB
+$39.8M
5
V icon
Visa
V
+$31.9M

Top Sells

1
+$77.1M
2
+$40.6M
3
+$39.1M
4
MCD icon
McDonald's
MCD
+$30.7M
5
WBA
Walgreens Boots Alliance
WBA
+$29.9M

Sector Composition

1 Healthcare 16.71%
2 Financials 16.14%
3 Consumer Staples 13.99%
4 Industrials 11.7%
5 Consumer Discretionary 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-3,028
252
– –
-28,254
253
– –
-8,693
254
– –
-8,696
255
– –
-2,316
256
– –
-3,335
257
– –
-8,922
258
– –
-1,150
259
– –
-21,450
260
– –
-9,505
261
– –
-10,000
262
– –
-12,212
263
– –
-2,120
264
– –
-21,335
265
– –
-11,028
266
– –
-5,252
267
– –
-15,575
268
– –
-85,444
7 8 9 10
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