CWP
Capital Wealth Planning Portfolio holdings
AUM
$12.7B
This Quarter Return
-0.09%
1 Year Return
+20.6%
3 Year Return
+61.24%
5 Year Return
+124.44%
10 Year Return
+300.96%
AUM
$190M
AUM Growth
+$190M
(-10%)
Cap. Flow
-$6.57M
Cap. Flow
% of AUM
-3.46%
Top 10 Holdings %
Top 10 Hldgs %
55.15%
Holding
150
New
12
Increased
12
Reduced
28
Closed
13
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.56M |
| 2 |
Cisco
CSCO
|
$2.12M |
| 3 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$1.88M |
| 4 |
Costco
COST
|
$1.3M |
| 5 |
Apple
AAPL
|
$1.04M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$3.09M |
| 2 |
Clorox
CLX
|
$1.55M |
| 3 |
Schlumberger
SLB
|
$1.37M |
| 4 |
Wells Fargo
WFC
|
$1.31M |
| 5 |
Exelon
EXC
|
$1.28M |
Sector Composition
| 1 | Energy | 24.15% |
| 2 | Financials | 19.26% |
| 3 | Technology | 10.94% |
| 4 | Consumer Staples | 10.38% |
| 5 | Industrials | 9.4% |
