CWP

Capital Wealth Planning Portfolio holdings

AUM $12.7B
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7B
AUM Growth
+$1.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$231M
3
+$187M
4
META icon
Meta Platforms (Facebook)
META
+$148M
5
MRK icon
Merck
MRK
+$125M

Top Sells

1
+$350M
2
+$284M
3
+$117M
4
GS icon
Goldman Sachs
GS
+$75.7M
5
MSFT icon
Microsoft
MSFT
+$40.6M

Sector Composition

1 Financials 26.51%
2 Industrials 15.33%
3 Technology 15.29%
4 Consumer Discretionary 12.49%
5 Communication Services 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVO icon
76
Novo Nordisk
NVO
$252B
$3.13M 0.02%
+45,286
XOM icon
77
Exxon Mobil
XOM
$476B
$3.05M 0.02%
28,313
-712
KEP icon
78
Korea Electric Power
KEP
$18.1B
$2.9M 0.02%
+203,428
SH icon
79
ProShares Short S&P500
SH
$1.2B
$2.65M 0.02%
66,751
-5,805
AMD icon
80
Advanced Micro Devices
AMD
$387B
$2.34M 0.02%
16,491
+12,835
TTE icon
81
TotalEnergies
TTE
$131B
$2.32M 0.02%
37,809
+10,400
OMAB icon
82
Grupo Aeroportuario Centro Norte
OMAB
$4.97B
$2.31M 0.02%
+21,902
QQQ icon
83
Invesco QQQ Trust
QQQ
$383B
$2.21M 0.02%
4,009
-5,073
PAC icon
84
Grupo Aeroportuario del Pacifico
PAC
$11.4B
$2.21M 0.02%
+9,624
WMT icon
85
Walmart
WMT
$869B
$2.19M 0.02%
22,368
-20,849
TRV icon
86
Travelers Companies
TRV
$60.7B
$2.14M 0.02%
8,000
TSLA icon
87
Tesla
TSLA
$1.45T
$2.1M 0.02%
6,611
+1,834
UNH icon
88
UnitedHealth
UNH
$327B
$2.08M 0.02%
6,681
-911,587
BRK.B icon
89
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.87M 0.01%
3,840
NU icon
90
Nu Holdings
NU
$73.4B
$1.7M 0.01%
123,968
-72,637
COR icon
91
Cencora
COR
$62B
$1.68M 0.01%
5,605
+2,902
CSCO icon
92
Cisco
CSCO
$275B
$1.67M 0.01%
24,131
+5,072
DIVO icon
93
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.18B
$1.62M 0.01%
38,079
+340
MCK icon
94
McKesson
MCK
$97.3B
$1.61M 0.01%
2,199
+1,162
TMUS icon
95
T-Mobile US
TMUS
$255B
$1.57M 0.01%
6,581
+4,090
IRS
96
IRSA Inversiones y Representaciones
IRS
$913M
$1.56M 0.01%
111,735
+43,039
GGAL icon
97
Galicia Financial Group
GGAL
$5.17B
$1.55M 0.01%
30,745
+7,497
SPOT icon
98
Spotify
SPOT
$141B
$1.54M 0.01%
2,004
+1,340
BMA icon
99
Banco Macro
BMA
$3.39B
$1.53M 0.01%
21,802
-12,580
YPF icon
100
YPF
YPF
$10.2B
$1.47M 0.01%
46,847
-900
2 3
4
5 6