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CWP

Capital Wealth Planning Portfolio holdings

AUM $18.1B
1-Year Est. Return 26.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.87%
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
+$152M
2
+$114M
3
+$66.8M
4
CVX icon
Chevron
CVX
+$17.5M
5
HON icon
Honeywell
HON
+$16M

Top Sells

1
+$134M
2
+$89.7M
3
+$70.1M
4
DOW icon
Dow Inc
DOW
+$30.6M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$14.1M

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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127
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128
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129
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130
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-46,224
131
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-4,693
132
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-4,800
133
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-843
134
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-23,400
135
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-9,000
136
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137
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138
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-7,608
139
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-82,647
140
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-3,790
141
– –
-7,456
142
– –
-46,345
143
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-7,600
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