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
$1.38B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$71.4M
2
+$71.3M
3
+$63.1M
4
DIS icon
Walt Disney
DIS
+$62.6M
5
AXP icon
American Express
AXP
+$59.4M

Top Sells

1
+$4.34M
2
+$1.25M
3
+$951K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$221K

Sector Composition

1 Financials 14.32%
2 Consumer Staples 13.58%
3 Industrials 12.13%
4 Healthcare 11.96%
5 Consumer Discretionary 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$388K 0.03%
+5,103
152
$388K 0.03%
+4,193
153
$385K 0.03%
+9,505
154
$380K 0.03%
+3,562
155
$374K 0.03%
+5,871
156
$370K 0.03%
+6,297
157
$368K 0.03%
+14,600
158
$363K 0.03%
+1,122
159
$360K 0.03%
+7,032
160
$359K 0.03%
+3,580
161
$359K 0.03%
+5,040
162
$355K 0.03%
+3,566
163
$353K 0.03%
+2,019
164
$352K 0.03%
+6,057
165
$348K 0.03%
+11,000
166
$345K 0.03%
8,450
+782
167
$339K 0.02%
+2,991
168
$331K 0.02%
+2,181
169
$328K 0.02%
+2,845
170
$327K 0.02%
+3,225
171
$325K 0.02%
+10,477
172
$323K 0.02%
+22,346
173
$319K 0.02%
+10,226
174
$318K 0.02%
+1,902
175
$316K 0.02%
+15,877
5 6
7
8 9