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
$2.02B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$57.4M
3
+$54.3M
4
HD icon
Home Depot
HD
+$35M
5
CVX icon
Chevron
CVX
+$13.2M

Top Sells

1
+$51.1M
2
+$35.6M
3
+$25M
4
JPM icon
JPMorgan Chase
JPM
+$24.2M
5
PEP icon
PepsiCo
PEP
+$23.2M

Sector Composition

1 Consumer Discretionary 16.77%
2 Industrials 15.39%
3 Consumer Staples 15.02%
4 Healthcare 14.44%
5 Financials 13.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-9,225
102
– –
-854,497
103
– –
-3,941
104
– –
-577,209
105
– –
-6,084
106
– –
-38,532
107
– –
-9,000
1 2 3 4
5