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
$1.57B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$68.8M
2
+$42.2M
3
+$40.9M
4
AAPL icon
Apple
AAPL
+$26.3M
5
V icon
Visa
V
+$23M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.3M
4
NUE icon
Nucor
NUE
+$20.5M
5
VZ icon
Verizon
VZ
+$18.2M

Sector Composition

1 Healthcare 15.71%
2 Financials 15%
3 Consumer Staples 13.71%
4 Technology 11.3%
5 Consumer Discretionary 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$329K 0.02%
2,220
+39
177
$327K 0.02%
6,408
+1,242
178
$322K 0.02%
5,397
+511
179
$315K 0.02%
9,917
-309
180
$308K 0.02%
3,410
181
$307K 0.02%
20,800
-1,546
182
$305K 0.02%
3,339
-2,106
183
$301K 0.02%
16,331
+4,000
184
$293K 0.02%
+5,865
185
$291K 0.02%
6,873
-31,960
186
$291K 0.02%
1,867
-1,611
187
$289K 0.02%
+4,461
188
$288K 0.02%
14,066
-218
189
$287K 0.02%
2,598
+215
190
$284K 0.02%
4,242
+39
191
$281K 0.02%
1,631
+40
192
$277K 0.02%
3,290
-2,387
193
$276K 0.02%
15,575
+500
194
$276K 0.02%
8,392
195
$275K 0.02%
38,474
-1,250
196
$273K 0.02%
1,594
+276
197
$273K 0.02%
4,954
-1,256
198
$271K 0.02%
5,175
+1,400
199
$270K 0.02%
+5,185
200
$270K 0.02%
2,875
-1,562
6 7
8
9 10