CWP

Capital Wealth Planning Portfolio holdings

AUM $12.7B
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$4.39M
3
+$3.67M
4
JPM icon
JPMorgan Chase
JPM
+$3.52M
5
AAPL icon
Apple
AAPL
+$3.34M

Top Sells

1
+$4.04M
2
+$307K
3
+$69.2K
4
BP icon
BP
BP
+$14.3K

Sector Composition

1 Industrials 38.1%
2 Financials 12.33%
3 Energy 8.66%
4 Consumer Staples 6.45%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$321K 0.22%
+5,152
52
$312K 0.22%
+4,021
53
$293K 0.2%
+5,621
54
$273K 0.19%
+1,370
55
$262K 0.18%
+4,047
56
$250K 0.17%
+1,600
57
$241K 0.17%
+3,941
58
$241K 0.17%
+7,813
59
$237K 0.16%
+4,400
60
$231K 0.16%
+1,665
61
$217K 0.15%
+2,025
62
$212K 0.15%
+2,456
63
$204K 0.14%
+7,332
64
$202K 0.14%
+22,544
65
$201K 0.14%
+2,150
66
$201K 0.14%
+1,600
67
$182K 0.13%
2,817
68
$131K 0.09%
20,870
69
$94K 0.07%
2,000
70
$87K 0.06%
11,000
71
$83K 0.06%
12,000
-10,000
72
$30K 0.02%
+10,000
73
$17K 0.01%
500
74
– –
0
1 2
3