CWP

Capital Wealth Planning Portfolio holdings

AUM $14.2B
1-Year Est. Return 20.45%
This Quarter Est. Return
1 Year Est. Return
+20.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$71.4M
2
+$71.3M
3
+$63.1M
4
DIS icon
Walt Disney
DIS
+$62.6M
5
AXP icon
American Express
AXP
+$59.4M

Top Sells

1
+$4.34M
2
+$1.25M
3
+$951K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$221K

Sector Composition

1 Financials 14.32%
2 Consumer Staples 13.58%
3 Industrials 12.13%
4 Healthcare 11.96%
5 Consumer Discretionary 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.13%
25,354
+20,085
52
$1.74M 0.13%
31,703
+23,003
53
$1.73M 0.13%
+12,995
54
$1.7M 0.12%
414,160
+214,160
55
$1.67M 0.12%
+38,833
56
$1.61M 0.12%
+10,787
57
$1.59M 0.12%
38,896
+15,091
58
$1.58M 0.11%
+37,858
59
$1.47M 0.11%
+4,973
60
$1.46M 0.11%
+124,560
61
$1.41M 0.1%
26,060
+21,460
62
$1.36M 0.1%
+115,430
63
$1.35M 0.1%
+36,900
64
$1.35M 0.1%
29,710
+20,665
65
$1.34M 0.1%
9,261
+3,389
66
$1.26M 0.09%
+71,316
67
$1.21M 0.09%
+38,340
68
$1.19M 0.09%
+4,042
69
$1.18M 0.09%
+10,675
70
$1.17M 0.08%
+46,051
71
$1.15M 0.08%
+4,352
72
$1.15M 0.08%
+26,985
73
$1.14M 0.08%
39,456
+12,189
74
$1.13M 0.08%
+14,065
75
$1.13M 0.08%
6,106
+3,444
1 2
3
4 5