CWP

Capital Wealth Planning Portfolio holdings

AUM $12.7B
1-Year Est. Return 20.6%
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.67B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$49.1M
2
+$47.6M
3
+$44.8M
4
RTX icon
RTX Corp
RTX
+$44.2M
5
V icon
Visa
V
+$33.2M

Top Sells

1
+$88M
2
+$39.1M
3
+$38.6M
4
MCD icon
McDonald's
MCD
+$30.6M
5
WBA
Walgreens Boots Alliance
WBA
+$30.6M

Sector Composition

1 Healthcare 16.71%
2 Financials 16.14%
3 Consumer Staples 13.99%
4 Industrials 11.7%
5 Consumer Discretionary 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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