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
$221M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$7.68M
3
+$7.43M
4
CVX icon
Chevron
CVX
+$4.78M
5
PM icon
Philip Morris
PM
+$4.42M

Top Sells

1
+$1.89M
2
+$688K
3
+$518K
4
ABT icon
Abbott
ABT
+$511K
5
EPD icon
Enterprise Products Partners
EPD
+$486K

Sector Composition

1 Energy 23.18%
2 Financials 16.92%
3 Consumer Staples 13.61%
4 Industrials 12.06%
5 Technology 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-10,000
127
– –
-10,000
128
– –
-10,000
2 3 4 5
6