CWP

Capital Wealth Planning Portfolio holdings

AUM $15.4B
1-Year Est. Return 25.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.66%
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
+$32M
2
+$7.48M
3
+$7.41M
4
CVX icon
Chevron
CVX
+$4.84M
5
PM icon
Philip Morris
PM
+$4.46M

Top Sells

1
+$2.37M
2
+$681K
3
+$539K
4
GEL icon
Genesis Energy
GEL
+$518K
5
EPD icon
Enterprise Products Partners
EPD
+$487K

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