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
$5.11B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$129M
3
+$113M
4
LMT icon
Lockheed Martin
LMT
+$111M
5
GIS icon
General Mills
GIS
+$109M

Top Sells

1
+$187M
2
+$130M
3
+$103M
4
NKE icon
Nike
NKE
+$81.5M
5
DE icon
Deere & Co
DE
+$41.3M

Sector Composition

1 Financials 21.25%
2 Healthcare 16.84%
3 Technology 13.5%
4 Consumer Discretionary 11.03%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$208K ﹤0.01%
1,525
-430
77
$202K ﹤0.01%
+622
78
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-5,400
79
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-3,941
81
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-1,259
84
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-3,994
85
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-2,825
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87
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-13,458
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-5,432
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-8,760
90
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-8,466
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-8,000
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-6,150
98
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-1,367
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