CWP
Capital Wealth Planning Portfolio holdings
AUM
$12.7B
1-Year Return
20.6%
This Quarter Return
+17.51%
1 Year Return
+20.6%
3 Year Return
+61.24%
5 Year Return
+124.44%
10 Year Return
+300.96%
AUM
$1.74B
AUM Growth
+$164M
(+10%)
Cap. Flow
-$71.8M
Cap. Flow
% of AUM
-4.13%
Top 10 Holdings %
Top 10 Hldgs %
52.21%
Holding
237
New
4
Increased
28
Reduced
63
Closed
138
Top Buys
| 1 |
Caterpillar
CAT
|
$85M |
| 2 |
Intel
INTC
|
$49.7M |
| 3 |
Nike
NKE
|
$39.3M |
| 4 |
Newmont
NEM
|
$35.6M |
| 5 |
Crown Castle
CCI
|
$35.5M |
Top Sells
| 1 |
RTX Corp
RTX
|
$67.8M |
| 2 |
Walt Disney
DIS
|
$66M |
| 3 |
Abbott
ABT
|
$50M |
| 4 |
Home Depot
HD
|
$46.3M |
| 5 |
Mondelez International
MDLZ
|
$41.4M |
Sector Composition
| 1 | Financials | 15.63% |
| 2 | Technology | 14.36% |
| 3 | Consumer Discretionary | 13.97% |
| 4 | Consumer Staples | 13.55% |
| 5 | Industrials | 12.31% |
