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

Top Buys

1
+$412K
2
+$349K
3
+$245K
4
CLF icon
Cleveland-Cliffs
CLF
+$159K
5
AMLP icon
Alerian MLP ETF
AMLP
+$108K

Top Sells

1
+$12.1M
2
+$4.46M
3
+$3.61M
4
PFL
PIMCO Income Strategy Fund
PFL
+$3.39M
5
LOW icon
Lowe's Companies
LOW
+$2.58M

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
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34
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35
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36
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39
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40
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41
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50
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