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
$4.95B
AUM Growth
+$437M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$159M
3
+$148M
4
ICE icon
Intercontinental Exchange
ICE
+$119M
5
MRK icon
Merck
MRK
+$105M

Top Sells

1
+$186M
2
+$178M
3
+$141M
4
NEM icon
Newmont
NEM
+$123M
5
NKE icon
Nike
NKE
+$75.9M

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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108
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110
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115
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-1,455
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5