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
201
$267K 0.02%
+3,335
202
$266K 0.02%
+6,902
203
$266K 0.02%
2,293
+556
204
$262K 0.02%
2,316
+89
205
$260K 0.02%
9,326
206
$260K 0.02%
12,212
207
$259K 0.02%
2,160
+160
208
$258K 0.02%
9,150
-7,300
209
$258K 0.02%
2,453
-285
210
$254K 0.02%
1,995
-200
211
$254K 0.02%
5,496
-849
212
$253K 0.02%
+3,502
213
$253K 0.02%
2,636
-589
214
$252K 0.02%
6,889
-561
215
$252K 0.02%
3,609
-825
216
$249K 0.02%
5,030
-624
217
$248K 0.02%
11,014
-20,121
218
$247K 0.02%
4,683
-388,887
219
$244K 0.02%
+2,261
220
$241K 0.02%
14,612
+312
221
$234K 0.01%
28,687
+6,900
222
$233K 0.01%
+3,000
223
$231K 0.01%
4,105
-200
224
$228K 0.01%
3,941
-213
225
$227K 0.01%
+4,035
7 8
9
10 11