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
$624M
AUM Growth
+$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$26.7M
3
+$26.5M
4
MMM icon
3M
MMM
+$26M
5
V icon
Visa
V
+$25.8M

Top Sells

1
+$1.49M
2
+$1.31M
3
+$1.25M
4
BA icon
Boeing
BA
+$893K
5
KHC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$995K 0.16%
+36,856
52
$982K 0.16%
13,189
+3,126
53
$911K 0.15%
29,662
+2,816
54
$814K 0.13%
19,673
55
$788K 0.13%
+30,158
56
$675K 0.11%
+7,280
57
$663K 0.11%
+43,847
58
$654K 0.1%
+43,518
59
$647K 0.1%
+81,864
60
$586K 0.09%
25,000
61
$541K 0.09%
+6,546
62
$520K 0.08%
+13,070
63
$515K 0.08%
13,226
+726
64
$508K 0.08%
+20,453
65
$505K 0.08%
3,296
-8,134
66
$490K 0.08%
10,914
+6,114
67
$458K 0.07%
+28,798
68
$450K 0.07%
13,500
69
$449K 0.07%
5,000
70
$428K 0.07%
+9,732
71
$405K 0.06%
7,500
72
$388K 0.06%
+6,968
73
$388K 0.06%
2,932
+532
74
$379K 0.06%
10,820
+420
75
$377K 0.06%
4,164
1 2
3
4 5