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
$1.38B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$71.4M
2
+$71.3M
3
+$63.1M
4
DIS icon
Walt Disney
DIS
+$62.6M
5
AXP icon
American Express
AXP
+$59.4M

Top Sells

1
+$4.34M
2
+$1.25M
3
+$951K
4
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$221K

Sector Composition

1 Financials 14.32%
2 Consumer Staples 13.58%
3 Industrials 12.13%
4 Healthcare 11.96%
5 Consumer Discretionary 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$315K 0.02%
+6,345
177
$314K 0.02%
+3,602
178
$311K 0.02%
+2,398
179
$304K 0.02%
+3,410
180
$303K 0.02%
+4,886
181
$298K 0.02%
+14,284
182
$297K 0.02%
+10,755
183
$296K 0.02%
+4,434
184
$294K 0.02%
+22,200
185
$290K 0.02%
+5,485
186
$287K 0.02%
+8,392
187
$279K 0.02%
+6,210
188
$279K 0.02%
+5,654
189
$278K 0.02%
+46,080
190
$276K 0.02%
+4,203
191
$276K 0.02%
+2,414
192
$273K 0.02%
+2,195
193
$271K 0.02%
3,162
-14,593
194
$269K 0.02%
+7,450
195
$268K 0.02%
+3,100
196
$267K 0.02%
+8,248
197
$267K 0.02%
+2,738
198
$264K 0.02%
+1,591
199
$263K 0.02%
+6,778
200
$263K 0.02%
+5,166
6 7
8
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