CWP

Capital Wealth Planning Portfolio holdings

AUM $15.4B
1-Year Est. Return 25.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.1B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$171M
3 +$167M
4
MRK icon
Merck
MRK
+$146M
5
UPS icon
United Parcel Service
UPS
+$101M

Top Sells

1 +$272M
2 +$87.7M
3 +$78.2M
4
HD icon
Home Depot
HD
+$68.4M
5
DOW icon
Dow Inc
DOW
+$63.1M

Sector Composition

1 Financials 16.25%
2 Healthcare 15.57%
3 Consumer Staples 13.37%
4 Consumer Discretionary 11.64%
5 Industrials 11.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,580
152
-15,312