CWP

Capital Wealth Planning Portfolio holdings

AUM $15.4B
1-Year Est. Return 25.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.95B
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$154M
3
+$146M
4
ICE icon
Intercontinental Exchange
ICE
+$117M
5
MRK icon
Merck
MRK
+$101M

Top Sells

1
+$188M
2
+$168M
3
+$133M
4
NEM icon
Newmont
NEM
+$105M
5
NKE icon
Nike
NKE
+$79.3M

Sector Composition

1 Financials 22.95%
2 Technology 14.44%
3 Industrials 12.18%
4 Healthcare 12.16%
5 Consumer Discretionary 11.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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104
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105
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107
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114
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115
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-943
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5