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
$9.54B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$392M
2
+$316M
3
+$123M
4
AAPL icon
Apple
AAPL
+$111M
5
JPM icon
JPMorgan Chase
JPM
+$105M

Top Sells

1
+$236M
2
+$194M
3
+$171M
4
CVX icon
Chevron
CVX
+$158M
5
AVGO icon
Broadcom
AVGO
+$110M

Sector Composition

1 Financials 18.77%
2 Technology 14.6%
3 Healthcare 13.59%
4 Industrials 11.91%
5 Consumer Discretionary 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-169,477
152
– –
-167,304
153
– –
-33,503
154
– –
-10,736
155
– –
-39,629
156
– –
-4,341
157
– –
-986,646
3 4 5 6
7