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
$132M
AUM Growth
-$5.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.13M
3
+$1.11M
4
ACN icon
Accenture
ACN
+$1.02M
5
GIS icon
General Mills
GIS
+$948K

Top Sells

1
+$5.66M
2
+$3.07M
3
+$1.76M
4
GE icon
GE Aerospace
GE
+$1.62M
5
NKE icon
Nike
NKE
+$1.62M

Sector Composition

1 Industrials 33.22%
2 Financials 12.38%
3 Consumer Staples 12%
4 Energy 11.87%
5 Technology 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,248
77
– –
-5,000
1 2 3
4