CWP

Capital Wealth Planning Portfolio holdings

AUM $15.4B
1-Year Est. Return 25.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.66%
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
+$7.9M
2
+$2.37M
3
+$2.25M
4
VZ icon
Verizon
VZ
+$1.17M
5
JPM icon
JPMorgan Chase
JPM
+$1.07M

Top Sells

1
+$3.14M
2
+$2.64M
3
+$1.39M
4
PM icon
Philip Morris
PM
+$1.13M
5
ETP
Energy Transfer Partners L.p.
ETP
+$1.13M

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