CWP

Capital Wealth Planning Portfolio holdings

AUM $12.7B
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$4.39M
3
+$3.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.52M
5
AAPL icon
Apple
AAPL
+$3.34M

Top Sells

1
+$4.04M
2
+$307K
3
+$69.2K
4
BP icon
BP
BP
+$14.3K

Sector Composition

1 Industrials 38.1%
2 Financials 12.33%
3 Energy 8.66%
4 Consumer Staples 6.45%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.79%
+14,404
27
$1.12M 0.78%
+7,000
28
$1.07M 0.75%
+11,580
29
$992K 0.69%
+7,718
30
$964K 0.67%
+78,941
31
$949K 0.66%
25,194
-380
32
$922K 0.64%
30,744
+14,744
33
$873K 0.61%
7,253
+4,682
34
$854K 0.59%
19,673
+7,668
35
$851K 0.59%
17,805
36
$834K 0.58%
9,500
-3,500
37
$795K 0.55%
+4,662
38
$641K 0.45%
34,500
+7,500
39
$633K 0.44%
25,000
40
$574K 0.4%
+21,310
41
$572K 0.4%
+9,045
42
$519K 0.36%
+5,225
43
$469K 0.33%
13,500
44
$425K 0.3%
+10,400
45
$424K 0.29%
+4,250
46
$419K 0.29%
+8,000
47
$409K 0.28%
+7,860
48
$408K 0.28%
+5,842
49
$366K 0.25%
+6,600
50
$346K 0.24%
12,195
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