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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
$11.5B
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$363M
3
+$213M
4
MCD icon
McDonald's
MCD
+$131M
5
AXP icon
American Express
AXP
+$127M

Top Sells

1
+$286M
2
+$192M
3
+$188M
4
AMGN icon
Amgen
AMGN
+$186M
5
UNH icon
UnitedHealth
UNH
+$106M

Sector Composition

1 Financials 26.23%
2 Technology 15.66%
3 Industrials 13.18%
4 Consumer Discretionary 12.36%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-13,317
152
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-1,037
153
– –
-20,792
154
– –
-93,417
155
– –
-5,879
156
– –
-5,500
157
– –
-246,601
158
– –
-87,644
159
– –
-14,056
160
– –
-3,607
161
– –
-14,403
3 4 5 6
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