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
$129M
AUM Growth
-$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.87M
2
+$2.34M
3
+$2.14M
4
VZ icon
Verizon
VZ
+$1.18M
5
JPM icon
JPMorgan Chase
JPM
+$1.09M

Top Sells

1
+$2.88M
2
+$2.67M
3
+$1.39M
4
ETP
Energy Transfer Partners L.p.
ETP
+$1.13M
5
PM icon
Philip Morris
PM
+$1.1M

Sector Composition

1 Industrials 38.24%
2 Financials 16.62%
3 Energy 9.95%
4 Consumer Staples 6.24%
5 Healthcare 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-30,000
1 2 3
4