CWP

Capital Wealth Planning Portfolio holdings

AUM $15.4B
1-Year Est. Return 25.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$80.9M
2
+$56M
3
+$46.1M
4
ICE icon
Intercontinental Exchange
ICE
+$42.9M
5
MCD icon
McDonald's
MCD
+$33.8M

Top Sells

1
+$53.1M
2
+$44.7M
3
+$37.7M
4
SLB icon
SLB Ltd
SLB
+$31.9M
5
WMT icon
Walmart Inc
WMT
+$16.7M

Sector Composition

1 Healthcare 16.48%
2 Financials 16.22%
3 Consumer Staples 14.76%
4 Consumer Discretionary 12.84%
5 Technology 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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