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
$8.73B
AUM Growth
+$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$348M
2
+$297M
3
+$254M
4
IBM icon
IBM
IBM
+$173M
5
WMT icon
Walmart
WMT
+$99.8M

Top Sells

1
+$475M
2
+$345M
3
+$200M
4
MRK icon
Merck
MRK
+$102M
5
SLB icon
SLB Ltd
SLB
+$98.9M

Sector Composition

1 Financials 19.35%
2 Technology 14.08%
3 Consumer Staples 12.48%
4 Healthcare 11.55%
5 Consumer Discretionary 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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