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
$151M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.76M
3
+$3.16M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.8M
5
AAPL icon
Apple
AAPL
+$2.59M

Top Sells

1
+$2.07M
2
+$1.37M
3
+$1.35M
4
IBM icon
IBM
IBM
+$1.23M
5
CAT icon
Caterpillar
CAT
+$1.23M

Sector Composition

1 Industrials 33.31%
2 Financials 10.99%
3 Healthcare 10.04%
4 Technology 7.94%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.77%
6,535
-3,140
27
$1.05M 0.7%
+11,492
28
$958K 0.64%
8,000
29
$918K 0.61%
7,000
30
$907K 0.6%
4,662
31
$888K 0.59%
24,154
-365
32
$825K 0.55%
18,279
-5,846
33
$806K 0.53%
19,673
34
$797K 0.53%
11,030
-740
35
$753K 0.5%
+10,121
36
$729K 0.48%
29,587
37
$673K 0.45%
32,520
-29,700
38
$668K 0.44%
+200,000
39
$573K 0.38%
7,860
40
$470K 0.31%
9,045
+4,545
41
$462K 0.31%
+34,500
42
$437K 0.29%
6,116
43
$427K 0.28%
+9,020
44
$398K 0.26%
3,600
-1,910
45
$370K 0.25%
5,540
-15
46
$369K 0.24%
2,314
-1,226
47
$369K 0.24%
8,000
48
$315K 0.21%
14,630
-53,993
49
$280K 0.19%
1,370
50
$280K 0.19%
2,309
-458
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