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CWP

Capital Wealth Planning Portfolio holdings

AUM $18.1B
1-Year Est. Return 26.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.13B
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$173M
3
+$166M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$159M
5
SLB icon
SLB Ltd
SLB
+$105M

Top Sells

1
+$276M
2
+$170M
3
+$162M
4
GIS icon
General Mills
GIS
+$117M
5
DOW icon
Dow Inc
DOW
+$80.2M

Sector Composition

1 Financials 16.03%
2 Consumer Staples 13.17%
3 Healthcare 13.1%
4 Technology 12.95%
5 Energy 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-64,096
152
– –
-1,397
153
– –
-42,428
154
– –
-5,196
155
– –
-91,076
156
– –
-16,884
157
– –
-4,893
158
– –
-1,238
3 4 5 6
7