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
$126M
AUM Growth
-$498M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.04M
3
+$710K
4
VLO icon
Valero Energy
VLO
+$648K
5
LOW icon
Lowe's Companies
LOW
+$588K

Top Sells

1
+$28.5M
2
+$28.1M
3
+$28M
4
MMM icon
3M
MMM
+$27.4M
5
COST icon
Costco
COST
+$27.1M

Sector Composition

1 Industrials 40.58%
2 Energy 9.69%
3 Financials 9.58%
4 Consumer Discretionary 6.38%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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