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
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$13.5M
3
+$10.6M
4
MFRM
MATTRESS FIRM HLDG CORP COM STK (DE)
MFRM
+$8.27M
5
UNP icon
Union Pacific
UNP
+$6.24M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.86%
2 Industrials 17.56%
3 Energy 14.37%
4 Consumer Staples 14.09%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$321K 0.26%
+13,000
52
$283K 0.22%
+18,291
53
$245K 0.19%
+64
54
$207K 0.16%
+10,000
55
$64K 0.05%
+10,000
56
$44K 0.04%
+10,000
1 2
3