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

Top Buys

1
+$371M
2
+$289M
3
+$115M
4
JPM icon
JPMorgan Chase
JPM
+$101M
5
AAPL icon
Apple
AAPL
+$98M

Top Sells

1
+$219M
2
+$189M
3
+$170M
4
CVX icon
Chevron
CVX
+$162M
5
MCD icon
McDonald's
MCD
+$107M

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
– –
-10,736
152
– –
-39,629
153
– –
-4,341
154
– –
-986,646
155
– –
-62,301
156
– –
-9,400
157
– –
-169,477
3 4 5 6
7