CWP

Capital Wealth Planning Portfolio holdings

AUM $12.7B
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.5B
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$348M
2
+$346M
3
+$241M
4
MCD icon
McDonald's
MCD
+$136M
5
RTX icon
RTX Corp
RTX
+$119M

Top Sells

1
+$283M
2
+$196M
3
+$185M
4
MRK icon
Merck
MRK
+$185M
5
UNH icon
UnitedHealth
UNH
+$109M

Sector Composition

1 Financials 26.23%
2 Technology 15.66%
3 Industrials 13.18%
4 Consumer Discretionary 12.36%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEAM icon
76
Atlassian
TEAM
$39.4B
$2.32M 0.02%
+10,927
IBN icon
77
ICICI Bank
IBN
$114B
$2.28M 0.02%
72,277
-73,306
TRV icon
78
Travelers Companies
TRV
$58.9B
$2.12M 0.02%
8,000
BRK.B icon
79
Berkshire Hathaway Class B
BRK.B
$1.05T
$2.05M 0.02%
3,840
-37
NU icon
80
Nu Holdings
NU
$71.2B
$2.01M 0.02%
196,605
+13,982
GOOGL icon
81
Alphabet (Google) Class A
GOOGL
$3.04T
$1.96M 0.02%
12,653
+5,424
FUTU icon
82
Futu Holdings
FUTU
$21.8B
$1.96M 0.02%
19,109
+5,728
TLT icon
83
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$1.86M 0.02%
+20,415
RIO icon
84
Rio Tinto
RIO
$112B
$1.84M 0.02%
30,617
+7,656
TTE icon
85
TotalEnergies
TTE
$131B
$1.77M 0.02%
27,409
-8,946
YYY icon
86
Amplify CEF High Income ETF
YYY
$608M
$1.76M 0.02%
+154,096
IHG icon
87
InterContinental Hotels
IHG
$17.2B
$1.69M 0.01%
15,378
-2,062
YPF icon
88
YPF
YPF
$10.4B
$1.67M 0.01%
47,747
+11,946
NFLX icon
89
Netflix
NFLX
$503B
$1.61M 0.01%
1,729
+1,057
DIVO icon
90
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.13B
$1.54M 0.01%
37,739
-107
SHOP icon
91
Shopify
SHOP
$203B
$1.44M 0.01%
+15,041
ABBV icon
92
AbbVie
ABBV
$401B
$1.38M 0.01%
6,609
-126
QYLD icon
93
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.32B
$1.34M 0.01%
+80,712
GGAL icon
94
Galicia Financial Group
GGAL
$5.33B
$1.27M 0.01%
23,248
+14,488
TSLA icon
95
Tesla
TSLA
$1.43T
$1.24M 0.01%
4,777
+1,843
UNP icon
96
Union Pacific
UNP
$133B
$1.22M 0.01%
5,171
-10,190
CSCO icon
97
Cisco
CSCO
$273B
$1.18M 0.01%
19,059
-7,819
FCX icon
98
Freeport-McMoran
FCX
$59.9B
$1.11M 0.01%
29,379
-7,481,797
RF icon
99
Regions Financial
RF
$20.8B
$1.08M 0.01%
+49,489
AVGO icon
100
Broadcom
AVGO
$1.67T
$958K 0.01%
5,720
+2,290
2 3
4
5 6