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
$268M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$2.82M
3
+$2.66M
4
CLX icon
Clorox
CLX
+$1.97M
5
IBM icon
IBM
IBM
+$1.66M

Top Sells

1
+$1.41M
2
+$1.2M
3
+$1.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$852K
5
PSX icon
Phillips 66
PSX
+$841K

Sector Composition

1 Energy 29.22%
2 Financials 17.84%
3 Consumer Staples 12.36%
4 Industrials 10.1%
5 Technology 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.79%
36,911
-13,100
27
$2.02M 0.75%
60,000
28
$1.97M 0.73%
46,610
+24,610
29
$1.9M 0.7%
21,306
+2,317
30
$1.88M 0.69%
44,772
31
$1.88M 0.69%
17,870
32
$1.69M 0.62%
14,300
33
$1.67M 0.62%
21,255
-17,934
34
$1.64M 0.61%
279
+215
35
$1.59M 0.59%
18,800
+9,765
36
$1.56M 0.58%
19,645
+13,442
37
$1.44M 0.53%
11,421
+6,997
38
$1.43M 0.53%
20,975
39
$1.39M 0.52%
16,266
40
$1.39M 0.51%
34,208
41
$1.25M 0.46%
11,989
+4,000
42
$1.25M 0.46%
40,000
43
$1.24M 0.46%
28,620
44
$1.17M 0.43%
10,772
45
$1.16M 0.43%
40,110
-16,100
46
$1.15M 0.42%
19,715
47
$1.13M 0.42%
73,371
-16,333
48
$1.1M 0.41%
19,528
+9,900
49
$1.1M 0.41%
12,500
50
$1.07M 0.4%
23,548
+6,863
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