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
$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
76
$2.32M 0.02%
+10,927
77
$2.28M 0.02%
72,277
-73,306
78
$2.12M 0.02%
8,000
79
$2.05M 0.02%
3,840
-37
80
$2.01M 0.02%
196,605
+13,982
81
$1.96M 0.02%
12,653
+5,424
82
$1.96M 0.02%
19,109
+5,728
83
$1.86M 0.02%
+20,415
84
$1.84M 0.02%
30,617
+7,656
85
$1.77M 0.02%
27,409
-8,946
86
$1.76M 0.02%
+154,096
87
$1.69M 0.01%
15,378
-2,062
88
$1.67M 0.01%
47,747
+11,946
89
$1.61M 0.01%
17,290
+10,570
90
$1.54M 0.01%
37,739
-107
91
$1.44M 0.01%
+15,041
92
$1.38M 0.01%
6,609
-126
93
$1.34M 0.01%
+80,712
94
$1.27M 0.01%
23,248
+14,488
95
$1.24M 0.01%
4,777
+1,843
96
$1.22M 0.01%
5,171
-10,190
97
$1.18M 0.01%
19,059
-7,819
98
$1.11M 0.01%
29,379
-7,481,797
99
$1.08M 0.01%
+49,489
100
$958K 0.01%
5,720
+2,290
2 3
4
5 6