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

Top Buys

1 +$2.32M
2 +$1.92M
3 +$825K
4
PG icon
Procter & Gamble
PG
+$485K
5
PEP icon
PepsiCo
PEP
+$424K

Top Sells

1 +$11.9M
2 +$3.6M
3 +$3.57M
4
PM icon
Philip Morris
PM
+$2.26M
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
-14,490