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
$3.64B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$106M
3
+$61.5M
4
CVX icon
Chevron
CVX
+$17.8M
5
HON icon
Honeywell
HON
+$15M

Top Sells

1
+$128M
2
+$105M
3
+$62.4M
4
DOW icon
Dow Inc
DOW
+$28.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.7M

Sector Composition

1 Industrials 17.75%
2 Financials 17.72%
3 Healthcare 14.52%
4 Consumer Discretionary 12.45%
5 Technology 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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128
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134
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138
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139
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140
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-82,647
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142
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-7,456
143
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