Capital Wealth Planning, LLC
CIK Number: 0001566728
10.81B
Market Value
140
# of Holdings
11 months
Avg. Holding Period
54.19%
Win Rate
32.17%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Unitedhealth Gr... | 467.03 | -1.67% | 1.01M | -0.70% | 590.41M | 390.7 | 5.51% | |
| 2 | Apple Inc | 238.04 | -1.57% | 2.51M | +14.46% | 584.53M | 187.38 | 5.45% | |
| 3 | Home Depot Inc | 388.82 | -1.96% | 1.44M | +1.32% | 582.8M | 315.71 | 5.44% | |
| 4 | Caterpillar Inc | 331.73 | -3.55% | 1.48M | +7.39% | 580.23M | 309.14 | 5.41% | |
| 5 | Goldman Sachs G... | 603.77 | -2.98% | 1.13M | +1.25% | 557.47M | 273.86 | 5.20% |
Trade Smarter, Not Harder
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- Up to 30 years financial history
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