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
$1.57B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$42.2M
3
+$40.9M
4
AAPL icon
Apple
AAPL
+$26.3M
5
V icon
Visa
V
+$23M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.3M
4
NUE icon
Nucor
NUE
+$20.5M
5
VZ icon
Verizon
VZ
+$18.2M

Sector Composition

1 Healthcare 15.71%
2 Financials 15%
3 Consumer Staples 13.71%
4 Technology 11.3%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$562K 0.04%
9,617
-2,739
127
$561K 0.04%
1,890
-415
128
$558K 0.04%
34,500
-100
129
$552K 0.04%
4,234
-1,362
130
$533K 0.03%
19,640
-17,260
131
$524K 0.03%
5,968
-3,290
132
$521K 0.03%
1,391
-1,503
133
$517K 0.03%
+3,716
134
$512K 0.03%
28,948
+1,080
135
$511K 0.03%
10,053
-3,072
136
$509K 0.03%
11,775
+2,525
137
$490K 0.03%
10,400
-5,175
138
$489K 0.03%
2,233
-416
139
$481K 0.03%
5,252
-303
140
$477K 0.03%
10,686
+194
141
$466K 0.03%
2,702
-2,410
142
$466K 0.03%
4,902
+1,300
143
$466K 0.03%
7,521
-343
144
$462K 0.03%
8,693
-1,706
145
$457K 0.03%
4,147
+1,047
146
$454K 0.03%
3,510
-333
147
$446K 0.03%
4,046
+189
148
$444K 0.03%
4,850
+78
149
$443K 0.03%
+10,483
150
$433K 0.03%
2,370
+351
4 5
6
7 8