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CWP

Capital Wealth Planning Portfolio holdings

AUM $18.1B
1-Year Est. Return 26.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.42M
3
+$3.19M
4
UNH icon
UnitedHealth
UNH
+$3.07M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.99M

Top Sells

1
+$2.16M
2
+$1.37M
3
+$1.35M
4
T icon
AT&T
T
+$1.26M
5
CAT icon
Caterpillar
CAT
+$1.26M

Sector Composition

1 Industrials 33.31%
2 Financials 10.99%
3 Healthcare 10.04%
4 Technology 7.94%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$264K 0.18%
5,621
52
$262K 0.17%
+9,379
53
$256K 0.17%
1,255
54
$250K 0.17%
+10,000
55
$248K 0.16%
+11,002
56
$243K 0.16%
4,700
57
$240K 0.16%
3,200
58
$240K 0.16%
4,600
59
$216K 0.14%
2,025
60
$211K 0.14%
1,693
-74
61
$211K 0.14%
3,941
62
$209K 0.14%
3,346
63
$209K 0.14%
3,496
64
$102K 0.07%
2,817
65
– –
-17,275
66
– –
-8,494
67
– –
0
68
– –
-10,400
69
– –
-16,480
70
– –
-2,846
71
– –
-4,047
72
– –
-2,000
1 2
3