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CWP

Capital Wealth Planning Portfolio holdings

AUM $18.1B
1-Year Est. Return 26.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.17M
3
+$1.42M
4
COST icon
Costco
COST
+$1.26M
5
AAPL icon
Apple
AAPL
+$1.01M

Top Sells

1
+$3.22M
2
+$1.55M
3
+$1.37M
4
WFC icon
Wells Fargo
WFC
+$1.31M
5
EXC icon
Exelon
EXC
+$1.28M

Sector Composition

1 Energy 24.15%
2 Financials 19.26%
3 Technology 10.94%
4 Consumer Staples 10.38%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$110K 0.06%
+11,572
102
$77K 0.04%
1,000
103
– –
-13,080
104
– –
-14,908
105
– –
-11,366
106
– –
-48,341
107
– –
-28,052
108
– –
-7,756
109
– –
-4,714
110
– –
-2,530
111
– –
-60
112
– –
-2,400
113
– –
-7,920
114
– –
-1,370
1 2 3 4
5