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
$9.54B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$392M
2
+$316M
3
+$123M
4
AAPL icon
Apple
AAPL
+$111M
5
JPM icon
JPMorgan Chase
JPM
+$105M

Top Sells

1
+$236M
2
+$194M
3
+$171M
4
CVX icon
Chevron
CVX
+$158M
5
AVGO icon
Broadcom
AVGO
+$110M

Sector Composition

1 Financials 18.77%
2 Technology 14.6%
3 Healthcare 13.59%
4 Industrials 11.91%
5 Consumer Discretionary 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.03%
24,025
+7,032
52
$3.19M 0.03%
317,588
-115,032
53
$3.16M 0.03%
+23,093
54
$3.11M 0.03%
41,436
+13,668
55
$2.84M 0.03%
248,831
-6,239
56
$2.8M 0.03%
199,052
-32,206
57
$2.78M 0.03%
46,794
-40,807
58
$2.76M 0.03%
10,743
+312
59
$2.75M 0.03%
12,771
-9,151
60
$2.7M 0.03%
82,611
+21,841
61
$2.64M 0.03%
126,052
+23,250
62
$2.62M 0.03%
161,350
+7,620
63
$2.57M 0.03%
24,257
+13,487
64
$2.55M 0.03%
+25,161
65
$2.55M 0.03%
+237,750
66
$2.54M 0.03%
23,863
+3,839
67
$2.49M 0.03%
222,706
+14,476
68
$2.39M 0.03%
+160,379
69
$2.32M 0.02%
90,068
-10,820
70
$2.32M 0.02%
22,607
+6,852
71
$2.31M 0.02%
32,030
+9,415
72
$2.25M 0.02%
+253,403
73
$2.09M 0.02%
19,391
-1,234
74
$2.05M 0.02%
26,281
+18,101
75
$1.91M 0.02%
1,866
+816
1 2
3
4 5