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
$1.57B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$42.2M
3
+$40.9M
4
AAPL icon
Apple
AAPL
+$26.3M
5
V icon
Visa
V
+$23M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.3M
4
NUE icon
Nucor
NUE
+$20.5M
5
VZ icon
Verizon
VZ
+$18.2M

Sector Composition

1 Healthcare 15.71%
2 Financials 15%
3 Consumer Staples 13.71%
4 Technology 11.3%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-24,931
277
– –
-15,928
278
– –
-16,096
279
– –
-22,055
280
– –
-19,250
281
– –
-11,501
282
– –
-10,786
283
– –
-4,176
284
– –
-13,490
285
– –
-2,903
286
– –
-2,353
287
– –
-1,462
288
– –
-11,232
289
– –
-3,456
290
– –
-1,902
291
– –
-27,712
292
– –
-7,168
8 9 10 11
12