CWP
Capital Wealth Planning Portfolio holdings
AUM
$12.7B
1-Year Est. Return
20.6%
1 Year Est. Return
+20.6%
AUM
$12.7B
AUM Growth
+$1.15B
(+9.9%)
Holding
161
Top Buys
| 1 | +$249M | |
| 2 | +$231M | |
| 3 | +$187M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$148M |
| 5 |
Merck
MRK
|
+$125M |
Top Sells
| 1 | +$350M | |
| 2 | +$284M | |
| 3 | +$117M | |
| 4 |
Goldman Sachs
GS
|
+$75.7M |
| 5 |
Microsoft
MSFT
|
+$40.6M |
Sector Composition
| 1 | Financials | 26.51% |
| 2 | Industrials | 15.33% |
| 3 | Technology | 15.29% |
| 4 | Consumer Discretionary | 12.49% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Allstate
ALL
$52.8B
| $1.46M | 0.01% |
7,277
+4,200
|
|
||
102
Oracle
ORCL
$866B
| $1.44M | 0.01% |
6,593
+4,192
|
|
||
103
Salesforce
CRM
$225B
| $1.41M | 0.01% |
5,154
-1,283,851
|
|
||
104
Robinhood
HOOD
$119B
| $1.34M | 0.01% |
14,309
+6,343
|
|
||
105
Costco
COST
$419B
| $1.32M | 0.01% |
1,338
+815
|
|
||
106
Union Pacific
UNP
$135B
| $1.26M | 0.01% |
5,495
+324
|
|
||
107
Roblox
RBLX
$96.1B
| $1.19M | 0.01% |
11,266
+7,530
|
|
||
108
Regions Financial
RF
$22.1B
| $1.16M | 0.01% |
49,489
|
|
||
109
Linde
LIN
$212B
| $1.15M | 0.01% |
2,460
+1,485
|
|
||
110
DoorDash
DASH
$116B
| $1.08M | 0.01% |
4,385
+2,520
|
|
||
111
Howmet Aerospace
HWM
$77.8B
| $993K | 0.01% |
5,334
+3,549
|
|
||
112
Johnson & Johnson
JNJ
$460B
| $859K | 0.01% |
5,626
+580
|
|
||
113
Palo Alto Networks
PANW
$140B
| $805K | 0.01% |
3,936
+2,635
|
|
||
114
Yum! Brands
YUM
$40B
| $652K | 0.01% |
+4,400
|
|
||
115
Deere & Co
DE
$121B
| $642K | 0.01% |
1,262
+105
|
|
||
116
Parker-Hannifin
PH
$93.2B
| $637K | 0.01% |
912
|
|
||
117
e.l.f. Beauty
ELF
$7.61B
| $622K | ﹤0.01% |
+4,997
|
|
||
118
Boeing
BA
$162B
| $595K | ﹤0.01% |
+2,840
|
|
||
119
Marathon Petroleum
MPC
$55.7B
| $570K | ﹤0.01% |
3,431
+140
|
|
||
120
Freeport-McMoran
FCX
$59.9B
| $553K | ﹤0.01% |
12,746
-16,633
|
|
||
121
Celsius Holdings
CELH
$16.3B
| $492K | ﹤0.01% |
10,600
-1,900
|
|
||
122
Equinix
EQIX
$80B
| $491K | ﹤0.01% |
617
+46
|
|
||
123
Jabil
JBL
$22.2B
| $479K | ﹤0.01% |
+2,196
|
|
||
124
GE Aerospace
GE
$318B
| $453K | ﹤0.01% |
1,758
|
|
||
125
Strategy Inc
MSTR
$85.2B
| $445K | ﹤0.01% |
+1,100
|
|