CWP
Capital Wealth Planning Portfolio holdings
AUM
$15.4B
1-Year Est. Return
25.66%
This Fund
S&P 500
1 Year Est. Return
+25.66%
AUM
$14.2B
AUM Growth
+$1.51B
(+12%)
Holding
176
Top Buys
| 1 | +$202M | |
| 2 | +$153M | |
| 3 | +$132M | |
| 4 |
American Express
AXP
|
+$108M |
| 5 |
CME Group
CME
|
+$85.4M |
Top Sells
| 1 | +$145M | |
| 2 | +$137M | |
| 3 | +$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
$49.6B
| $3.33M | 0.02% |
+91,992
|
|
||
102
Exxon Mobil
XOM
$615B
| $3.2M | 0.02% |
28,364
+51
|
|
||
103
Jones Lang LaSalle
JLL
$14.8B
| $3.08M | 0.02% |
+10,327
|
|
||
104
ASE Group
ASX
$52.4B
| $3.02M | 0.02% |
+272,758
|
|
||
105
Boeing
BA
$182B
| $2.99M | 0.02% |
13,859
+11,019
|
|
||
106
Spotify
SPOT
$101B
| $2.75M | 0.02% |
3,935
+1,931
|
|
||
107
ProShares Short S&P500
SH
$1.16B
| $2.72M | 0.02% |
73,583
+6,832
|
|
||
|
TEF
108
DELISTED
Telefonica
TEF
| $2.64M | 0.02% |
+518,993
|
|
||
109
Eaton
ETN
$145B
| $2.63M | 0.02% |
+7,017
|
|
||
110
Uber
UBER
$152B
| $2.59M | 0.02% |
+26,463
|
|
||
111
Grupo Aeroportuario Centro Norte
OMAB
$6.52B
| $2.46M | 0.02% |
23,675
+1,773
|
|
||
112
Petrobras
PBR
$102B
| $2.37M | 0.02% |
187,017
-68,933
|
|
||
113
Travelers Companies
TRV
$65.9B
| $2.23M | 0.02% |
8,000
|
|
||
114
Bank of Montreal
BMO
$104B
| $2.19M | 0.02% |
+16,805
|
|
||
115
UnitedHealth
UNH
$263B
| $2.1M | 0.01% |
6,088
-593
|
|
||
116
Unity
U
$7.9B
| $1.96M | 0.01% |
+49,069
|
|
||
117
Palantir
PLTR
$322B
| $1.96M | 0.01% |
10,740
+7,800
|
|
||
118
Berkshire Hathaway Class B
BRK.B
$1.07T
| $1.93M | 0.01% |
3,840
|
|
||
119
Cemex
CX
$18.7B
| $1.85M | 0.01% |
+205,590
|
|
||
120
PepsiCo
PEP
$225B
| $1.82M | 0.01% |
12,964
+10,840
|
|
||
121
Walmart Inc
WMT
$980B
| $1.78M | 0.01% |
17,274
-5,094
|
|
||
122
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.49B
| $1.78M | 0.01% |
39,856
+1,777
|
|
||
123
DraftKings
DKNG
$11B
| $1.33M | 0.01% |
+35,485
|
|
||
124
Emcor
EME
$36.4B
| $1.1M | 0.01% |
+1,700
|
|
||
125
Regions Financial
RF
$26.1B
| $991K | 0.01% |
37,589
-11,900
|
|