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
$1.57B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$42.2M
3
+$40.9M
4
AAPL icon
Apple
AAPL
+$26.3M
5
V icon
Visa
V
+$23M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.3M
4
NUE icon
Nucor
NUE
+$20.5M
5
VZ icon
Verizon
VZ
+$18.2M

Sector Composition

1 Healthcare 15.71%
2 Financials 15%
3 Consumer Staples 13.71%
4 Technology 11.3%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.12%
10,079
-676
52
$1.85M 0.12%
13,091
+96
53
$1.72M 0.11%
143,892
+19,332
54
$1.72M 0.11%
31,430
-37,307
55
$1.71M 0.11%
61,312
+15,261
56
$1.7M 0.11%
8,381
-119,804
57
$1.68M 0.11%
23,393
-1,961
58
$1.65M 0.1%
+32,719
59
$1.63M 0.1%
20,813
+14,090
60
$1.62M 0.1%
27,512
+21,641
61
$1.59M 0.1%
322,240
-91,920
62
$1.5M 0.09%
5,543
+570
63
$1.49M 0.09%
35,217
-2,641
64
$1.46M 0.09%
76,728
-22,251
65
$1.45M 0.09%
10,703
+1,442
66
$1.44M 0.09%
41,910
+3,570
67
$1.43M 0.09%
78,066
+6,750
68
$1.41M 0.09%
30,450
-1,253
69
$1.41M 0.09%
10,744
-43
70
$1.41M 0.09%
17,155
+5,339
71
$1.37M 0.09%
34,904
-3,992
72
$1.36M 0.09%
26,097
-687,509
73
$1.32M 0.08%
+4,611
74
$1.29M 0.08%
25,250
+3,454
75
$1.26M 0.08%
49,822
+34,420
1 2
3
4 5