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Capital Wealth LG
Model Portfolio Fact Sheet
As of Next rebalance: weekly

Year-to-Date
vs S&P 500 —
Trailing 1-Year
vs S&P 500 —
Since Inception (Annualized)

Growth of $10,000

Trailing Returns

5D1M6MYTD1Y20242025Since Incept.

Risk Metrics

Top 10 Holdings

TickerCompanySectorTargetYTD

Sector Allocation

Recent Rebalance Activity

Disclosure. The returns shown are hypothetical and derived from applying the model's current target weights to daily Yahoo Finance split- and dividend-adjusted closing prices for every position. They reflect total return (price change plus reinvested dividends and distributions), gross of advisory fees and trading costs. They are not actual client-account returns and individual client accounts will differ based on contribution timing, fees, tax considerations, and rebalance latency. Past performance does not guarantee future results. Holdings and weights can and do change between rebalances. Capital Wealth LG is a registered investment advisory firm; advisory services are offered under a separate agreement. For illustrative and educational purposes only, not investment advice.