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
$2.59B
AUM Growth
+$575M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$72M
3
+$59.7M
4
HD icon
Home Depot
HD
+$28M
5
CVX icon
Chevron
CVX
+$27.3M

Top Sells

1
+$57.2M
2
+$54.3M
3
+$36.8M
4
NKE icon
Nike
NKE
+$9.86M
5
MSVX
LHA Market State Alpha Seeker ETF
MSVX
+$2.43M

Sector Composition

1 Industrials 17.08%
2 Consumer Discretionary 14.97%
3 Financials 14.71%
4 Healthcare 11.45%
5 Consumer Staples 11.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.01%
4,163
+1,356
77
$356K 0.01%
28,400
-4,800
78
$347K 0.01%
7,220
-1,400
79
$333K 0.01%
+5,292
80
$332K 0.01%
+6,120
81
$324K 0.01%
+1,615
82
$321K 0.01%
1,272
-3,149
83
$319K 0.01%
1,370
84
$312K 0.01%
23,886
+3,450
85
$305K 0.01%
5,296
-402
86
$305K 0.01%
2,000
87
$285K 0.01%
3,790
+300
88
$282K 0.01%
4,693
+793
89
$280K 0.01%
2,472
+372
90
$267K 0.01%
1,077
-2,355
91
$259K 0.01%
1,500
-1,822
92
$257K 0.01%
17,600
+1,000
93
$254K 0.01%
493
-1,038
94
$253K 0.01%
+11,350
95
$252K 0.01%
4,460
-8,930
96
$251K 0.01%
+912
97
$249K 0.01%
687
-1,384
98
$239K 0.01%
1,504
-231,437
99
$234K 0.01%
6,412
-337
100
$234K 0.01%
+5,040
1 2 3
4
5