CWP
Capital Wealth Planning Portfolio holdings
AUM
$12.7B
1-Year Est. Return
20.6%
1 Year Est. Return
+20.6%
AUM
$11.5B
AUM Growth
+$721M
(+6.7%)
Holding
161
Top Buys
| 1 | +$348M | |
| 2 | +$346M | |
| 3 | +$241M | |
| 4 |
McDonald's
MCD
|
+$136M |
| 5 |
RTX Corp
RTX
|
+$119M |
Top Sells
| 1 | +$283M | |
| 2 | +$196M | |
| 3 | +$185M | |
| 4 |
Merck
MRK
|
+$185M |
| 5 |
UnitedHealth
UNH
|
+$109M |
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 | |
|---|---|---|---|---|---|---|
|
JKS
151
JinkoSolar
JKS
$1.24B
| – | – |
-30,209
|
|
||
152
Coca-Cola Femsa
KOF
$18B
| – | – |
-18,836
|
|
||
153
Lockheed Martin
LMT
$115B
| – | – |
-716
|
|
||
154
MakeMyTrip
MMYT
$8.39B
| – | – |
-13,317
|
|
||
155
Strategy Inc
MSTR
$81.5B
| – | – |
-1,037
|
|
||
156
Novo Nordisk
NVO
$249B
| – | – |
-20,792
|
|
||
157
SK Telecom
SKM
$8.29B
| – | – |
-93,417
|
|
||
158
Southern Company
SO
$108B
| – | – |
-5,879
|
|
||
159
Tidewater
TDW
$2.43B
| – | – |
-5,500
|
|
||
160
Teva Pharmaceuticals
TEVA
$22.5B
| – | – |
-246,601
|
|
||
161
SPDR S&P Metals & Mining ETF
XME
$3.05B
| – | – |
-87,644
|
|