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
$1.57B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$42.2M
3
+$40.9M
4
AAPL icon
Apple
AAPL
+$26.3M
5
V icon
Visa
V
+$23M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.3M
4
NUE icon
Nucor
NUE
+$20.5M
5
VZ icon
Verizon
VZ
+$18.2M

Sector Composition

1 Healthcare 15.71%
2 Financials 15%
3 Consumer Staples 13.71%
4 Technology 11.3%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.4M 1.23%
114,107
+392
27
$10.9M 0.69%
95,724
+739
28
$7.39M 0.47%
+24,453
29
$7.32M 0.46%
79,956
+6,917
30
$6.36M 0.4%
45,434
-4,407
31
$4.69M 0.3%
55,336
+494
32
$4.61M 0.29%
30,136
+2,185
33
$4.13M 0.26%
59,813
+7,198
34
$4.05M 0.26%
39,216
-2,269
35
$3.91M 0.25%
74,331
+113
36
$3.71M 0.24%
13,830
-1,149
37
$3.67M 0.23%
+70,556
38
$3.33M 0.21%
12,068
+1,750
39
$3.19M 0.2%
35,780
-9,700
40
$3.09M 0.2%
101,376
+21,998
41
$3.08M 0.2%
12,500
-30
42
$3.06M 0.19%
16,395
-1,565
43
$2.7M 0.17%
100,502
+8,350
44
$2.47M 0.16%
11,763
-2,137
45
$2.37M 0.15%
21,168
+10,493
46
$2.34M 0.15%
12,721
+109
47
$2.11M 0.13%
33,400
-4,380
48
$2.06M 0.13%
192,824
-7,584
49
$2.04M 0.13%
16,813
+13,420
50
$2.01M 0.13%
70,577
+59,822
1
2
3 4 5