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
$8.1B
AUM Growth
+$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$250M
2 +$163M
3 +$162M
4
MRK icon
Merck
MRK
+$148M
5
UPS icon
United Parcel Service
UPS
+$102M

Top Sells

1 +$305M
2 +$95.3M
3 +$71.9M
4
GIS icon
General Mills
GIS
+$70.2M
5
DOW icon
Dow Inc
DOW
+$63.2M

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