CAPITAL WEALTH Overview

Capital Wealth Planning Llc is an investment advisor that manages 379.3 MM dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 128MM in positions, representing 34% of the manager's regulatory AUM.

CAPITAL WEALTH StockAlpha

-0.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FAST 24.22% Industrials 15.37% 1.84% 0 9%
UPS 12.91% Industrials 7.14% 0.09% 0 20%
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FEATURED IN
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CAPITAL WEALTH Founders and Key Employees

Name Title In Position Since
Kevin G. Simpson President, Member April-2005
Jeffrey A. Carney Chief Compliance Officer August-2010
Joanna M. Irons Member April-2005

CAPITAL WEALTH Brokers, Custodians, Auditors and Administrators

Type Company

CAPITAL WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Types of Investments

Investment advice may be offered on any investments held by a client at the start of the advisory relationship. In addition, advice will be given (but not necessarily recommendations) on all types of equity securities, exchange traded funds (ETFs) and option contracts on equity securities and ETFs.


Capital Wealth Planning, LLC Effective Date: March 23, 2015
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Investment Strategies

CWP may utilize different investment strategies, based upon the needs of the client, including which include long-term purchases, short-term purchases, trading, as well as option writing, including covered options.

Security Analysis

The security analysis methods employed by CWP are charting, fundamental, technical analysis.

Sources of Information

In conducting security analysis, CWP may utilize th...
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CAPITAL WEALTH Portfolio Concentration

CAPITAL WEALTH Location

1016 COLLIER CENTER WAY
SUITE 101
NAPLES, Florida
UNITED STATES, 34110

CAPITAL WEALTH Contact Information

Phone Number: 239-593-2100
Fax Number: 239-593-2110
Website:

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