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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
$71.5M
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$404K
2
+$342K
3
+$238K
4
CLF icon
Cleveland-Cliffs
CLF
+$146K
5
AMLP icon
Alerian MLP ETF
AMLP
+$107K

Top Sells

1
+$12.1M
2
+$4.46M
3
+$3.57M
4
PFL
PIMCO Income Strategy Fund
PFL
+$3.39M
5
CVX icon
Chevron
CVX
+$2.56M

Sector Composition

1 Industrials 71.37%
2 Energy 6.06%
3 Financials 6%
4 Consumer Staples 3.52%
5 Real Estate 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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27
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-1,370
28
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29
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-12,500
30
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-2,456
31
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-21,000
32
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-21,823
33
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-10,116
34
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-10,466
35
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-5,000
36
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-4,021
37
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38
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-5,925
39
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-5,145
40
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-1,767
41
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-2,665
42
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-2,025
43
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44
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-14,990
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47
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48
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-10,340
49
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50
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-8,984
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