CWP

Capital Wealth Planning Portfolio holdings

AUM $15.4B
1-Year Est. Return 25.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.54B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$371M
2
+$289M
3
+$115M
4
JPM icon
JPMorgan Chase
JPM
+$101M
5
AAPL icon
Apple
AAPL
+$98M

Top Sells

1
+$219M
2
+$189M
3
+$170M
4
CVX icon
Chevron
CVX
+$162M
5
MCD icon
McDonald's
MCD
+$107M

Sector Composition

1 Financials 18.77%
2 Technology 14.6%
3 Healthcare 13.59%
4 Industrials 11.91%
5 Consumer Discretionary 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$213K ﹤0.01%
3,700
127
$211K ﹤0.01%
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