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
$165M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.4M
3
+$1.4M
4
MMM icon
3M
MMM
+$1.38M
5
CLX icon
Clorox
CLX
+$973K

Top Sells

1
+$15.5M
2
+$2.69M
3
+$2.44M
4
PPG icon
PPG Industries
PPG
+$1.7M
5
CVX icon
Chevron
CVX
+$1.61M

Sector Composition

1 Financials 22.62%
2 Energy 16.85%
3 Technology 11.55%
4 Consumer Staples 11.02%
5 Industrials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-14,416
102
– –
-17,813
103
– –
-3,700
104
– –
-12,000
105
– –
-8,600
106
– –
-19,715
107
– –
-488,724
108
– –
-3,500
109
– –
-9,394
110
– –
-5,160
1 2 3 4
5