CWP
Capital Wealth Planning Portfolio holdings
AUM
$12.7B
This Quarter Return
-2.99%
1 Year Return
+20.6%
3 Year Return
+61.24%
5 Year Return
+124.44%
10 Year Return
+300.96%
AUM
$144M
AUM Growth
+$144M
(+101%)
Cap. Flow
+$74.3M
Cap. Flow
% of AUM
51.74%
Top 10 Holdings %
Top 10 Hldgs %
60.31%
Holding
236
New
59
Increased
8
Reduced
3
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.5M |
| 2 |
Exxon Mobil
XOM
|
$4.39M |
| 3 |
Goldman Sachs
GS
|
$3.67M |
| 4 |
JPMorgan Chase
JPM
|
$3.52M |
| 5 |
Apple
AAPL
|
$3.34M |
Top Sells
| 1 |
Fastenal
FAST
|
$4.04M |
| 2 |
Lowe's Companies
LOW
|
$307K |
| 3 |
Cleveland-Cliffs
CLF
|
$69.2K |
Sector Composition
| 1 | Industrials | 38.1% |
| 2 | Financials | 12.33% |
| 3 | Energy | 8.66% |
| 4 | Consumer Staples | 6.45% |
| 5 | Healthcare | 4.6% |
