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
$624M
AUM Growth
+$508M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$26.7M
3
+$26.5M
4
MMM icon
3M
MMM
+$26M
5
V icon
Visa
V
+$25.8M

Top Sells

1
+$1.49M
2
+$1.31M
3
+$1.25M
4
BA icon
Boeing
BA
+$893K
5
KHC icon
Kraft Heinz
KHC
+$786K

Sector Composition

1 Financials 18.32%
2 Technology 14.59%
3 Industrials 14.3%
4 Consumer Staples 10.42%
5 Healthcare 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$164K 0.03%
1,268
-1,549
102
$88K 0.01%
+3,050
103
– –
-2,025
104
– –
-11,000
105
– –
-11,600
106
– –
-3,941
107
– –
0
108
– –
-20,870
109
– –
-2,000
1 2 3 4
5