CWP
Capital Wealth Planning Portfolio holdings
AUM
$12.7B
This Quarter Return
-10.03%
1 Year Return
+20.6%
3 Year Return
+61.24%
5 Year Return
+124.44%
10 Year Return
+300.96%
AUM
$151M
AUM Growth
+$151M
(+2.9%)
Cap. Flow
+$18.3M
Cap. Flow
% of AUM
12.12%
Top 10 Holdings %
Top 10 Hldgs %
62.77%
Holding
117
New
9
Increased
16
Reduced
15
Closed
7
Top Buys
| 1 |
United Parcel Service
UPS
|
$4.56M |
| 2 |
UnitedHealth
UNH
|
$3.76M |
| 3 |
Johnson & Johnson
JNJ
|
$3.16M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$2.8M |
| 5 |
Apple
AAPL
|
$2.59M |
Top Sells
| 1 |
Home Depot
HD
|
$2.07M |
| 2 |
Best Buy
BBY
|
$1.37M |
| 3 |
Occidental Petroleum
OXY
|
$1.35M |
| 4 |
IBM
IBM
|
$1.23M |
| 5 |
Caterpillar
CAT
|
$1.23M |
Sector Composition
| 1 | Industrials | 33.31% |
| 2 | Financials | 10.99% |
| 3 | Healthcare | 10.04% |
| 4 | Technology | 7.94% |
| 5 | Consumer Staples | 7.65% |
