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
$1.38B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$71.4M
2
+$71.3M
3
+$63.1M
4
DIS icon
Walt Disney
DIS
+$62.6M
5
AXP icon
American Express
AXP
+$59.4M

Top Sells

1
+$4.34M
2
+$1.25M
3
+$951K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$221K

Sector Composition

1 Financials 14.32%
2 Consumer Staples 13.58%
3 Industrials 12.13%
4 Healthcare 11.96%
5 Consumer Discretionary 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$517K 0.04%
34,600
+100
127
$498K 0.04%
+27,868
128
$493K 0.04%
+16,096
129
$492K 0.04%
+5,555
130
$489K 0.04%
+3,843
131
$489K 0.04%
+5,445
132
$474K 0.03%
+16,450
133
$472K 0.03%
+5,677
134
$460K 0.03%
+19,250
135
$456K 0.03%
+9,250
136
$455K 0.03%
+8,573
137
$449K 0.03%
+8,222
138
$446K 0.03%
+2,264
139
$439K 0.03%
+3,954
140
$435K 0.03%
+7,864
141
$427K 0.03%
+24,931
142
$424K 0.03%
+39,724
143
$424K 0.03%
+13,489
144
$419K 0.03%
+4,437
145
$404K 0.03%
+3,393
146
$401K 0.03%
+4,772
147
$400K 0.03%
+22,055
148
$397K 0.03%
+3,857
149
$390K 0.03%
15,402
+5,402
150
$388K 0.03%
+6,125
4 5
6
7 8