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
$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
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