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
$7.39B
AUM Growth
+$555M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$255M
3
+$176M
4
NUE icon
Nucor
NUE
+$136M
5
SLB icon
SLB Ltd
SLB
+$120M

Top Sells

1
+$272M
2
+$194M
3
+$172M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$136M
5
AFL icon
Aflac
AFL
+$118M

Sector Composition

1 Financials 15.17%
2 Healthcare 13.62%
3 Energy 13.35%
4 Consumer Staples 10.56%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$444K 0.01%
+10,303
102
$435K 0.01%
+4,680
103
$431K 0.01%
+10,545
104
$431K 0.01%
10,555
-184
105
$428K 0.01%
+3,789
106
$427K 0.01%
+4,829
107
$427K 0.01%
+6,732
108
$419K 0.01%
+14,751
109
$414K 0.01%
6,411
-1,833,686
110
$411K 0.01%
+2,904
111
$409K 0.01%
+58,782
112
$406K 0.01%
+23,298
113
$389K 0.01%
+14,860
114
$360K ﹤0.01%
7,105
-5,379,385
115
$354K ﹤0.01%
28,102
-53
116
$331K ﹤0.01%
+3,597
117
$317K ﹤0.01%
2,894
118
$314K ﹤0.01%
1,411
-6
119
$307K ﹤0.01%
912
120
$276K ﹤0.01%
+7,858
121
$276K ﹤0.01%
+17,459
122
$269K ﹤0.01%
+5,486
123
$257K ﹤0.01%
+1,416
124
$252K ﹤0.01%
+3,630
125
$250K ﹤0.01%
2,521
-10
3 4
5
6 7