CWP

Capital Wealth Planning Portfolio holdings

AUM $14.2B
1-Year Est. Return 20.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.39B
AUM Growth
+$555M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$255M
3
+$176M
4
NUE icon
Nucor
NUE
+$136M
5
SLB icon
SLB Ltd
SLB
+$120M

Top Sells

1
+$272M
2
+$194M
3
+$172M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$136M
5
AFL icon
Aflac
AFL
+$118M

Sector Composition

1 Financials 15.17%
2 Healthcare 13.62%
3 Energy 13.35%
4 Consumer Staples 10.56%
5 Industrials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,815
152
– –
-4,610
153
– –
-18,737
154
– –
-2,051
155
– –
-3,967
156
– –
-27,967
157
– –
-710
158
– –
-1,067
159
– –
-10,100
160
– –
-4,795
3 4 5 6
7