CWP
Capital Wealth Planning Portfolio holdings
AUM
$12.7B
1-Year Est. Return
20.6%
1 Year Est. Return
+20.6%
AUM
$12.7B
AUM Growth
+$1.15B
(+9.9%)
Holding
161
Top Buys
| 1 | +$249M | |
| 2 | +$231M | |
| 3 | +$187M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$148M |
| 5 |
Merck
MRK
|
+$125M |
Top Sells
| 1 | +$350M | |
| 2 | +$284M | |
| 3 | +$117M | |
| 4 |
Goldman Sachs
GS
|
+$75.7M |
| 5 |
Microsoft
MSFT
|
+$40.6M |
Sector Composition
| 1 | Financials | 26.51% |
| 2 | Industrials | 15.33% |
| 3 | Technology | 15.29% |
| 4 | Consumer Discretionary | 12.49% |
| 5 | Communication Services | 7.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Shopify
SHOP
$203B
| – | – |
-15,041
|
|
||
152
Atlassian
TEAM
$39B
| – | – |
-10,927
|
|
||
153
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
-20,415
|
|
||
154
Texas Pacific Land
TPL
$21.2B
| – | – |
-176
|
|
||
155
Targa Resources
TRGP
$31.4B
| – | – |
-1,911
|
|
||
156
United Parcel Service
UPS
$72.4B
| – | – |
-2,966
|
|
||
157
Vertex Pharmaceuticals
VRTX
$104B
| – | – |
-517
|
|
||
158
Global X S&P 500 Covered Call ETF
XYLD
$3.09B
| – | – |
-14,908
|
|
||
159
Full Truck Alliance
YMM
$13.2B
| – | – |
-343,239
|
|
||
160
Amplify CEF High Income ETF
YYY
$608M
| – | – |
-154,096
|
|
||
161
Flutter Entertainment
FLUT
$43.8B
| – | – |
-20,461
|
|