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 09/30/21. The fund's latest filing disclosed 4BN in positions, representing 959% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 4BN in positions, representing 959% of the manager's regulatory AUM.
CAPITAL WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CAPITAL WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.02% | Tech | 19.44% | 0.43% | 0 | 45% | ||
| UNH | 5.96% | Health | 17.47% | 0.67% | 0 | 27% | ||
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FEATURED IN
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
5
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...
Unlock Full Investment Process Description
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
5
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...
Unlock Full Investment Process Description
CAPITAL WEALTH Portfolio Concentration
CAPITAL WEALTH Location
1016 COLLIER CENTER WAY
SUITE 101
NAPLES, Florida
UNITED STATES, 34110
SUITE 101
NAPLES, Florida
UNITED STATES, 34110
CAPITAL WEALTH Contact Information
Phone Number: 239-593-2100
Fax Number: 239-593-2110
Website: http://www.capitalwealthplanning.com
Fax Number: 239-593-2110
Website: http://www.capitalwealthplanning.com
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