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
$1.57B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$42.2M
3
+$40.9M
4
AAPL icon
Apple
AAPL
+$26.3M
5
V icon
Visa
V
+$23M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.3M
4
NUE icon
Nucor
NUE
+$20.5M
5
VZ icon
Verizon
VZ
+$18.2M

Sector Composition

1 Healthcare 15.71%
2 Financials 15%
3 Consumer Staples 13.71%
4 Technology 11.3%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$814K 0.05%
7,759
+5,345
102
$810K 0.05%
6,695
+119
103
$804K 0.05%
4,211
+257
104
$795K 0.05%
4,709
-1,106
105
$773K 0.05%
8,696
-948
106
$769K 0.05%
10,010
+1,864
107
$764K 0.05%
16,550
-3,950
108
$759K 0.05%
8,255
+4,062
109
$739K 0.05%
38,877
-5,091
110
$732K 0.05%
4,328
+153
111
$729K 0.05%
6,462
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112
$724K 0.05%
+20,527
113
$705K 0.04%
15,720
+397
114
$696K 0.04%
23,710
-2,200
115
$680K 0.04%
56,814
+4,584
116
$679K 0.04%
16,935
-1,640
117
$664K 0.04%
27,786
+4,467
118
$653K 0.04%
12,220
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119
$651K 0.04%
4,860
-263,922
120
$649K 0.04%
7,994
-695
121
$635K 0.04%
7,633
-678
122
$633K 0.04%
24,319
-665
123
$607K 0.04%
+5,514
124
$602K 0.04%
6,000
125
$597K 0.04%
5,381
-828
3 4
5
6 7