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
$9.54B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$392M
2
+$316M
3
+$123M
4
AAPL icon
Apple
AAPL
+$111M
5
JPM icon
JPMorgan Chase
JPM
+$105M

Top Sells

1
+$236M
2
+$194M
3
+$171M
4
CVX icon
Chevron
CVX
+$158M
5
AVGO icon
Broadcom
AVGO
+$110M

Sector Composition

1 Financials 18.77%
2 Technology 14.6%
3 Healthcare 13.59%
4 Industrials 11.91%
5 Consumer Discretionary 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.89M 0.02%
12,939
-9,256
77
$1.77M 0.02%
20,568
+445
78
$1.74M 0.02%
26,433
+11,857
79
$1.7M 0.02%
17,825
-8,364
80
$1.67M 0.02%
8,658
-88
81
$1.67M 0.02%
360,704
+66,557
82
$1.63M 0.02%
8,000
83
$1.56M 0.02%
3,840
84
$1.53M 0.02%
8,797
+735
85
$1.5M 0.02%
8,214
-4,378
86
$1.45M 0.02%
8,482
-1,132
87
$1.37M 0.01%
68,068
+12,555
88
$1.36M 0.01%
10,987
-393
89
$1.33M 0.01%
92,856
-37,616
90
$1.31M 0.01%
+101,415
91
$1.17M 0.01%
13,952
-18,048
92
$1.17M 0.01%
8,531
-3,361
93
$890K 0.01%
15,582
+62
94
$821K 0.01%
+128,404
95
$758K 0.01%
4,595
+456
96
$744K 0.01%
6,460
97
$697K 0.01%
10,330
+2,550
98
$677K 0.01%
+26,216
99
$658K 0.01%
52,433
100
$645K 0.01%
10,130
-3,054,488
2 3
4
5 6