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
$7.39B
AUM Growth
+$555M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$255M
3
+$176M
4
NUE icon
Nucor
NUE
+$136M
5
SLB icon
SLB Ltd
SLB
+$120M

Top Sells

1
+$272M
2
+$194M
3
+$172M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$136M
5
AFL icon
Aflac
AFL
+$118M

Sector Composition

1 Financials 15.17%
2 Healthcare 13.62%
3 Energy 13.35%
4 Consumer Staples 10.56%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$568K 0.01%
+18,843
77
$558K 0.01%
+2,565
78
$546K 0.01%
5,268
-7,181
79
$539K 0.01%
+24,983
80
$530K 0.01%
+16,335
81
$528K 0.01%
48,114
+34,992
82
$525K 0.01%
+15,312
83
$523K 0.01%
+7,623
84
$518K 0.01%
4,970
-689
85
$512K 0.01%
49,104
+35,712
86
$511K 0.01%
+24,255
87
$504K 0.01%
+5,164
88
$487K 0.01%
+6,006
89
$485K 0.01%
+9,339
90
$480K 0.01%
+4,590
91
$463K 0.01%
+8,580
92
$463K 0.01%
+12,433
93
$461K 0.01%
+2,013
94
$460K 0.01%
6,053
-4,377
95
$457K 0.01%
+1,490
96
$456K 0.01%
+7,920
97
$454K 0.01%
+4,816
98
$451K 0.01%
+13,530
99
$448K 0.01%
+1,145
100
$446K 0.01%
+7,766
2 3
4
5 6