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
$1.57B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$42.2M
3
+$40.9M
4
AAPL icon
Apple
AAPL
+$26.3M
5
V icon
Visa
V
+$23M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.3M
4
NUE icon
Nucor
NUE
+$20.5M
5
VZ icon
Verizon
VZ
+$18.2M

Sector Composition

1 Healthcare 15.71%
2 Financials 15%
3 Consumer Staples 13.71%
4 Technology 11.3%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$428K 0.03%
15,059
+4,582
152
$427K 0.03%
7,196
+164
153
$426K 0.03%
17,376
+6,110
154
$420K 0.03%
2,137
-127
155
$416K 0.03%
5,263
+160
156
$400K 0.03%
1,122
157
$398K 0.03%
6,737
+2,210
158
$397K 0.03%
11,496
-12,515
159
$389K 0.02%
5,440
+400
160
$385K 0.02%
6,097
-200
161
$384K 0.02%
+7,332
162
$380K 0.02%
3,562
163
$379K 0.02%
9,505
164
$372K 0.02%
9,074
+3,447
165
$367K 0.02%
9,755
+3,475
166
$360K 0.02%
3,717
+555
167
$356K 0.02%
3,476
-90
168
$351K 0.02%
11,000
169
$351K 0.02%
2,946
+101
170
$350K 0.02%
+6,333
171
$348K 0.02%
+6,704
172
$343K 0.02%
8,450
173
$341K 0.02%
3,028
-926
174
$332K 0.02%
56,632
+10,552
175
$331K 0.02%
14,600
5 6
7
8 9