CWP
Capital Wealth Planning Portfolio holdings
AUM
$15.4B
1-Year Est. Return
25.66%
This Fund
S&P 500
1 Year Est. Return
+25.66%
AUM
$14.2B
AUM Growth
+$1.51B
(+12%)
Holding
176
Top Buys
| 1 | +$202M | |
| 2 | +$153M | |
| 3 | +$132M | |
| 4 |
American Express
AXP
|
+$108M |
| 5 |
CME Group
CME
|
+$85.4M |
Top Sells
| 1 | +$145M | |
| 2 | +$137M | |
| 3 | +$81.5M | |
| 4 |
Procter & Gamble
PG
|
+$65.6M |
| 5 |
RTX Corp
RTX
|
+$49.4M |
Sector Composition
| 1 | Financials | 26.47% |
| 2 | Technology | 16.27% |
| 3 | Industrials | 14.41% |
| 4 | Consumer Discretionary | 13.41% |
| 5 | Communication Services | 6.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Yum! Brands
YUM
$45.2B
| – | – |
-4,400
|
|