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
$146M
AUM Growth
+$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.57M
3
+$1.45M
4
DUK icon
Duke Energy
DUK
+$1.4M
5
BBY icon
Best Buy
BBY
+$1.37M

Top Sells

1
+$6.08M
2
+$1.96M
3
+$1.66M
4
MS icon
Morgan Stanley
MS
+$1.52M
5
NKE icon
Nike
NKE
+$1.48M

Sector Composition

1 Industrials 36.96%
2 Financials 12.2%
3 Energy 8.04%
4 Technology 6.6%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.94%
+17,275
27
$1.35M 0.92%
+16,480
28
$1.31M 0.89%
24,125
+160
29
$1.23M 0.84%
8,494
+340
30
$1.16M 0.79%
21,746
+3,941
31
$1.15M 0.79%
7,000
32
$1.08M 0.74%
24,519
-353
33
$1.04M 0.71%
8,000
34
$988K 0.67%
19,673
35
$967K 0.66%
4,662
36
$871K 0.59%
29,587
+13,587
37
$863K 0.59%
+11,770
38
$798K 0.54%
+6,825
39
$624K 0.43%
3,540
-2,261
40
$616K 0.42%
5,510
-6,950
41
$532K 0.36%
7,860
42
$453K 0.31%
5,555
+330
43
$436K 0.3%
10,400
44
$430K 0.29%
6,116
45
$420K 0.29%
8,000
46
$329K 0.22%
+2,767
47
$320K 0.22%
3,200
48
$311K 0.21%
2,846
-2,231
49
$295K 0.2%
1,255
50
$293K 0.2%
1,370
1
2
3