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
$7.39B
AUM Growth
+$555M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$255M
3
+$176M
4
NUE icon
Nucor
NUE
+$136M
5
SLB icon
SLB Ltd
SLB
+$120M

Top Sells

1
+$272M
2
+$194M
3
+$172M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$136M
5
AFL icon
Aflac
AFL
+$118M

Sector Composition

1 Financials 15.17%
2 Healthcare 13.62%
3 Energy 13.35%
4 Consumer Staples 10.56%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$968K 0.01%
4,230
+490
52
$953K 0.01%
+9,518
53
$940K 0.01%
3,890
-802,361
54
$914K 0.01%
+11,364
55
$909K 0.01%
25,617
-3,034
56
$819K 0.01%
8,086
+3,142
57
$808K 0.01%
10,479
-41
58
$758K 0.01%
6,182
-5,651
59
$754K 0.01%
56,629
+35,866
60
$746K 0.01%
4,525
-2,382
61
$693K 0.01%
6,655
-3,699
62
$676K 0.01%
19,580
-26,520
63
$674K 0.01%
6,150
-162
64
$671K 0.01%
84,200
+73,787
65
$655K 0.01%
+17,258
66
$646K 0.01%
95,469
+69,432
67
$641K 0.01%
+8,052
68
$628K 0.01%
3,447
-647
69
$620K 0.01%
93,922
+74,743
70
$610K 0.01%
+10,331
71
$607K 0.01%
+891
72
$583K 0.01%
+20,528
73
$579K 0.01%
66,099
+48,072
74
$575K 0.01%
+10,560
75
$573K 0.01%
+26,829
1 2
3
4 5