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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
$10.8B
AUM Growth
+$94.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$229M
2
+$226M
3
+$126M
4
TJX icon
TJX Companies
TJX
+$123M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$121M

Top Sells

1
+$577M
2
+$382M
3
+$106M
4
PG icon
Procter & Gamble
PG
+$75.7M
5
JPM icon
JPMorgan Chase
JPM
+$23.3M

Sector Composition

1 Financials 26.73%
2 Industrials 13.39%
3 Healthcare 11.62%
4 Consumer Discretionary 11.56%
5 Technology 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K ﹤0.01%
+1,747
127
$242K ﹤0.01%
1,272
128
$239K ﹤0.01%
261
-154
129
$237K ﹤0.01%
1,958
-364
130
$233K ﹤0.01%
+1,308
131
$233K ﹤0.01%
2,375
-470
132
$229K ﹤0.01%
243
+104
133
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-144
134
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-9,600
135
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-209,096
136
– –
-280
137
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-3,412
138
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-28,900
139
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-1,101
140
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-13,273
141
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142
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-3,655
143
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-628
144
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-1,034
145
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-10,071
146
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147
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-2,530
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149
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-928
150
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-11,574
3 4 5
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