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
$244M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$1.73M
3 +$859K
4
PG icon
Procter & Gamble
PG
+$475K
5
PEP icon
PepsiCo
PEP
+$415K

Top Sells

1 +$12.7M
2 +$3.57M
3 +$3.37M
4
PM icon
Philip Morris
PM
+$2.29M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.59M

Sector Composition

1 Energy 25.64%
2 Financials 17.61%
3 Consumer Staples 13.49%
4 Industrials 11.2%
5 Technology 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,450