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
$1.57B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$42.2M
3
+$40.9M
4
AAPL icon
Apple
AAPL
+$26.3M
5
V icon
Visa
V
+$23M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.3M
4
NUE icon
Nucor
NUE
+$20.5M
5
VZ icon
Verizon
VZ
+$18.2M

Sector Composition

1 Healthcare 15.71%
2 Financials 15%
3 Consumer Staples 13.71%
4 Technology 11.3%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.08%
14,707
+1,143
77
$1.24M 0.08%
6,121
+15
78
$1.24M 0.08%
4,232
+190
79
$1.2M 0.08%
38,138
-1,318
80
$1.16M 0.07%
21,358
-8,352
81
$1.15M 0.07%
4,285
-67
82
$1.12M 0.07%
17,760
-8,300
83
$1.11M 0.07%
85,444
+28,436
84
$1.08M 0.07%
84,403
-31,027
85
$1.04M 0.07%
63,530
+12,330
86
$1M 0.06%
16,080
-1,223
87
$993K 0.06%
+5,817
88
$977K 0.06%
11,816
+299
89
$959K 0.06%
+31,188
90
$959K 0.06%
16,653
-1,843
91
$954K 0.06%
15,520
+9,463
92
$952K 0.06%
5,146
+708
93
$895K 0.06%
7,865
+1,980
94
$891K 0.06%
11,028
-3,037
95
$891K 0.06%
21,335
-5,650
96
$880K 0.06%
10,236
97
$869K 0.06%
+31,384
98
$830K 0.05%
3,458
+171
99
$818K 0.05%
8,799
+598
100
$814K 0.05%
+7,999
2 3
4
5 6