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
$268M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$2.82M
3
+$2.66M
4
CLX icon
Clorox
CLX
+$1.97M
5
IBM icon
IBM
IBM
+$1.66M

Top Sells

1
+$1.41M
2
+$1.2M
3
+$1.16M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$852K
5
PSX icon
Phillips 66
PSX
+$841K

Sector Composition

1 Energy 29.22%
2 Financials 17.84%
3 Consumer Staples 12.36%
4 Industrials 10.1%
5 Technology 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,070
127
– –
-6,270
2 3 4 5
6