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
$9.54B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$392M
2
+$316M
3
+$123M
4
AAPL icon
Apple
AAPL
+$111M
5
JPM icon
JPMorgan Chase
JPM
+$105M

Top Sells

1
+$236M
2
+$194M
3
+$171M
4
CVX icon
Chevron
CVX
+$158M
5
AVGO icon
Broadcom
AVGO
+$110M

Sector Composition

1 Financials 18.77%
2 Technology 14.6%
3 Healthcare 13.59%
4 Industrials 11.91%
5 Consumer Discretionary 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$642K 0.01%
11,198
-6,506
102
$625K 0.01%
9,550
+600
103
$625K 0.01%
3,890
-684,840
104
$600K 0.01%
14,440
105
$523K 0.01%
2,970
+713
106
$501K 0.01%
7,660
-2,612,685
107
$469K ﹤0.01%
+2,368
108
$461K ﹤0.01%
912
109
$339K ﹤0.01%
2,133
-540
110
$336K ﹤0.01%
1,596
+196
111
$301K ﹤0.01%
+1,511
112
$301K ﹤0.01%
15,000
-5,308
113
$295K ﹤0.01%
13,788
+642
114
$293K ﹤0.01%
345
-204
115
$265K ﹤0.01%
1,324
+1
116
$259K ﹤0.01%
+1,234
117
$258K ﹤0.01%
3,166
+131
118
$257K ﹤0.01%
1,112
+43
119
$257K ﹤0.01%
+608
120
$255K ﹤0.01%
+2,500
121
$254K ﹤0.01%
810
-239
122
$254K ﹤0.01%
+1,572
123
$251K ﹤0.01%
+1,054
124
$250K ﹤0.01%
+2,307
125
$231K ﹤0.01%
1,260
-60
3 4
5
6 7