CWP

Capital Wealth Planning Portfolio holdings

AUM $15.4B
1-Year Est. Return 25.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.66%
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
+$183M
2
+$129M
3
+$117M
4
LMT icon
Lockheed Martin
LMT
+$113M
5
MRK icon
Merck
MRK
+$110M

Top Sells

1
+$212M
2
+$146M
3
+$103M
4
NKE icon
Nike
NKE
+$94.4M
5
DE icon
Deere & Co
DE
+$50.7M

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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-8,760
85
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90
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98
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4