CWP
Capital Wealth Planning Portfolio holdings
AUM
$12.7B
This Quarter Return
+14.68%
1 Year Return
+20.6%
3 Year Return
+61.24%
5 Year Return
+124.44%
10 Year Return
+300.96%
AUM
$152M
AUM Growth
+$152M
(+0.57%)
Cap. Flow
-$17.4M
Cap. Flow
% of AUM
-11.5%
Top 10 Holdings %
Top 10 Hldgs %
63.71%
Holding
131
New
12
Increased
8
Reduced
24
Closed
14
Top Buys
| 1 |
Merck
MRK
|
$2.51M |
| 2 |
McDonald's
MCD
|
$2.35M |
| 3 |
Mondelez International
MDLZ
|
$2.16M |
| 4 |
Valero Energy
VLO
|
$1.51M |
| 5 |
Starbucks
SBUX
|
$1.46M |
Top Sells
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$3.26M |
| 2 |
Cisco
CSCO
|
$3.09M |
| 3 |
Visa
V
|
$2.92M |
| 4 |
UnitedHealth
UNH
|
$2.79M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.57M |
Sector Composition
| 1 | Industrials | 38.3% |
| 2 | Consumer Staples | 9.43% |
| 3 | Healthcare | 7.63% |
| 4 | Financials | 7.49% |
| 5 | Energy | 7.05% |
