CWP
Capital Wealth Planning Portfolio holdings
AUM
$12.7B
This Quarter Return
+0.92%
1 Year Return
+20.6%
3 Year Return
+61.24%
5 Year Return
+124.44%
10 Year Return
+300.96%
AUM
$624M
AUM Growth
+$508M
(+436%)
Cap. Flow
+$514M
Cap. Flow
% of AUM
82.38%
Top 10 Holdings %
Top 10 Hldgs %
44.16%
Holding
140
New
42
Increased
35
Reduced
7
Closed
11
Top Buys
| 1 |
Costco
COST
|
$27.1M |
| 2 |
Apple
AAPL
|
$26.7M |
| 3 |
UnitedHealth
UNH
|
$26.5M |
| 4 |
3M
MMM
|
$26M |
| 5 |
Visa
V
|
$25.8M |
Top Sells
| 1 |
IBM
IBM
|
$1.49M |
| 2 |
Walt Disney
DIS
|
$1.32M |
| 3 |
McDonald's
MCD
|
$1.25M |
| 4 |
Boeing
BA
|
$893K |
| 5 |
Kraft Heinz
KHC
|
$786K |
Sector Composition
| 1 | Financials | 18.32% |
| 2 | Technology | 14.59% |
| 3 | Industrials | 14.3% |
| 4 | Consumer Staples | 10.42% |
| 5 | Healthcare | 8.82% |
