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CWP
Capital Wealth Planning Portfolio holdings
AUM
$18.1B
1-Year Est. Return
26.68%
This Fund
S&P 500
This Quarter
Est. Return
+7.99%
1 Year Est. Return
+26.68%
3 Year Est. Return
+65.98%
5 Year Est. Return
+101.3%
10 Year Est. Return
+333.03%
AUM
$14.2B
AUM Growth
+$1.51B
(+12%)
Cap. Flow
+$636M
Cap. Flow
% of AUM
4.49%
Top 10 Holdings %
Top 10 Hldgs %
51.52%
Holding
176
New
36
Increased
72
Reduced
32
Closed
24
Top Buys
| 1 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$202M |
| 2 |
Apple
AAPL
|
+$153M |
| 3 |
Merck
MRK
|
+$132M |
| 4 |
American Express
AXP
|
+$108M |
| 5 |
CME Group
CME
|
+$85.4M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$145M |
| 2 |
Amgen
AMGN
|
+$137M |
| 3 |
Coca-Cola
KO
|
+$81.5M |
| 4 |
Procter & Gamble
PG
|
+$65.6M |
| 5 |
RTX Corp
RTX
|
+$49.4M |
Sector Composition
| 1 | Financials | 26.47% |
| 2 | Technology | 16.27% |
| 3 | Industrials | 14.41% |
| 4 | Consumer Discretionary | 13.41% |
| 5 | Communication Services | 6.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
ArcelorMittal
MT
$50.7B
| $3.33M | 0.02% |
+91,992
| New | +$3.1M |
|
102
ExxonMobil
XOM
$601B
| $3.2M | 0.02% |
28,364
+51
| +0.2% | +$5.67K |
|
103
Jones Lang LaSalle
JLL
$14.6B
| $3.08M | 0.02% |
+10,327
| New | +$2.95M |
|
104
ASE Group
ASX
$88.5B
| $3.02M | 0.02% |
+272,758
| New | +$2.86M |
|
105
Boeing
BA
$171B
| $2.99M | 0.02% |
13,859
+11,019
| +388% | +$2.48M |
|
106
Spotify
SPOT
$98.9B
| $2.75M | 0.02% |
3,935
+1,931
| +96% | +$1.35M |
|
107
ProShares Short S&P500
SH
$873M
| $2.72M | 0.02% |
73,583
+6,832
| +10% | +$264K |
|
|
TEF
108
DELISTED
Telefonica
TEF
| $2.64M | 0.02% |
+518,993
| New | +$2.76M |
|
109
Eaton
ETN
$161B
| $2.63M | 0.02% |
+7,017
| New | +$2.55M |
|
110
Uber
UBER
$147B
| $2.59M | 0.02% |
+26,463
| New | +$2.47M |
|
111
Grupo Aeroportuario Centro Norte
OMAB
$5.2B
| $2.46M | 0.02% |
23,675
+1,773
| +8% | +$190K |
|
112
Petrobras
PBR
$115B
| $2.37M | 0.02% |
187,017
-68,933
| -27% | -$866K |
|
113
Travelers Companies
TRV
$71.6B
| $2.23M | 0.02% |
8,000
| – | – |
|
114
Bank of Montreal
BMO
$127B
| $2.19M | 0.02% |
+16,805
| New | +$1.99M |
|
115
UnitedHealth
UNH
$386B
| $2.1M | 0.01% |
6,088
-593
| -9% | -$179K |
|
116
Unity
U
$13.9B
| $1.96M | 0.01% |
+49,069
| New | +$1.82M |
|
117
Palantir
PLTR
$321B
| $1.96M | 0.01% |
10,740
+7,800
| +265% | +$1.26M |
|
118
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.93M | 0.01% |
3,840
| – | – |
|
119
Cemex
CX
$18.5B
| $1.85M | 0.01% |
+205,590
| New | +$1.75M |
|
120
PepsiCo
PEP
$185B
| $1.82M | 0.01% |
12,964
+10,840
| +510% | +$1.55M |
|
121
Walmart Inc
WMT
$905B
| $1.78M | 0.01% |
17,274
-5,094
| -23% | -$507K |
|
122
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.33B
| $1.78M | 0.01% |
39,856
+1,777
| +5% | +$77K |
|
123
DraftKings
DKNG
$12.5B
| $1.33M | 0.01% |
+35,485
| New | +$1.57M |
|
124
Emcor
EME
$34.4B
| $1.1M | 0.01% |
+1,700
| New | +$1.03M |
|
125
Regions Financial
RF
$26.4B
| $991K | 0.01% |
37,589
-11,900
| -24% | -$309K |
|
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