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
201
$262K 0.02%
+2,353
202
$258K 0.02%
+12,212
203
$257K 0.02%
+2,227
204
$256K 0.02%
+11,266
205
$253K 0.02%
2,000
206
$242K 0.02%
+15,075
207
$241K 0.02%
+4,176
208
$240K 0.02%
+10,786
209
$239K 0.02%
+4,527
210
$237K 0.02%
+4,305
211
$233K 0.02%
+1,419
212
$233K 0.02%
+15,928
213
$231K 0.02%
+6,280
214
$230K 0.02%
+9,326
215
$230K 0.02%
+1,318
216
$226K 0.02%
+5,627
217
$225K 0.02%
+4,201
218
$223K 0.02%
+2,383
219
$221K 0.02%
+12,331
220
$221K 0.02%
+3,456
221
$220K 0.02%
+7,168
222
$218K 0.02%
+615
223
$218K 0.02%
+1,462
224
$212K 0.02%
+1,844
225
$211K 0.02%
+20,000
7 8
9
10 11