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
$624M
AUM Growth
+$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$26.7M
3
+$26.5M
4
MMM icon
3M
MMM
+$26M
5
V icon
Visa
V
+$25.8M

Top Sells

1
+$1.49M
2
+$1.31M
3
+$1.25M
4
BA icon
Boeing
BA
+$893K
5
KHC icon
Kraft Heinz
KHC
+$786K

Sector Composition

1 Financials 18.32%
2 Technology 14.59%
3 Industrials 14.3%
4 Consumer Staples 10.42%
5 Healthcare 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$364K 0.06%
6,600
77
$351K 0.06%
4,201
+180
78
$321K 0.05%
4,511
+240
79
$303K 0.05%
1,530
-4,510
80
$279K 0.04%
+17,358
81
$277K 0.04%
4,202
+155
82
$273K 0.04%
4,045
+45
83
$267K 0.04%
+8,381
84
$258K 0.04%
+12,514
85
$251K 0.04%
+1,965
86
$248K 0.04%
4,567
87
$233K 0.04%
+4,208
88
$232K 0.04%
1,370
89
$232K 0.04%
+2,456
90
$230K 0.04%
2,687
-9,188
91
$229K 0.04%
5,311
92
$225K 0.04%
+2,780
93
$220K 0.04%
3,400
94
$218K 0.03%
1,700
95
$213K 0.03%
5,365
96
$211K 0.03%
+6,510
97
$201K 0.03%
+3,716
98
$200K 0.03%
+3,360
99
$181K 0.03%
4,000
100
$166K 0.03%
+6,458
1 2 3
4
5