CWP
Capital Wealth Planning Portfolio holdings
AUM
$15.4B
1-Year Est. Return
25.67%
This Fund
S&P 500
1 Year Est. Return
+25.67%
AUM
$15.4B
AUM Growth
+$1.26B
(+8.9%)
Holding
176
Top Buys
| 1 | +$427M | |
| 2 | +$279M | |
| 3 | +$197M | |
| 4 |
Merck
MRK
|
+$170M |
| 5 |
Coca-Cola
KO
|
+$130M |
Top Sells
| 1 | +$423M | |
| 2 | +$219M | |
| 3 | +$185M | |
| 4 |
Caterpillar
CAT
|
+$172M |
| 5 |
Agnico Eagle Mines
AEM
|
+$108M |
Sector Composition
| 1 | Financials | 26.55% |
| 2 | Technology | 16.46% |
| 3 | Consumer Discretionary | 12.66% |
| 4 | Industrials | 11.13% |
| 5 | Healthcare | 7.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Union Pacific
UNP
$150B
| – | – |
-2,280
|
|