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CA

CapWealth Advisors Portfolio holdings

AUM $1.35B
1-Year Est. Return 34.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$441M
AUM Growth
+$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.26M
3
+$801K
4
HSY icon
Hershey
HSY
+$595K
5
C icon
Citigroup
C
+$488K

Top Sells

1
+$568K
2
+$312K
3
+$306K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$278K
5
MSFT icon
Microsoft
MSFT
+$270K

Sector Composition

1 Technology 16.19%
2 Industrials 14.73%
3 Financials 13.67%
4 Energy 9.82%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K ﹤0.01%
+284
227
$11K ﹤0.01%
+606
228
$10K ﹤0.01%
415
229
$10K ﹤0.01%
200
230
$10K ﹤0.01%
+246
231
$10K ﹤0.01%
200
232
$10K ﹤0.01%
205
+160
233
$10K ﹤0.01%
100
+50
234
$10K ﹤0.01%
200
235
$10K ﹤0.01%
145
-339
236
$10K ﹤0.01%
400
237
$9K ﹤0.01%
200
238
$9K ﹤0.01%
230
239
$9K ﹤0.01%
500
240
$9K ﹤0.01%
180
241
$9K ﹤0.01%
+250
242
$9K ﹤0.01%
600
243
$8K ﹤0.01%
100
244
$8K ﹤0.01%
750
245
$8K ﹤0.01%
292
246
$8K ﹤0.01%
100
247
$8K ﹤0.01%
75
248
$8K ﹤0.01%
200
249
$8K ﹤0.01%
148
250
$8K ﹤0.01%
+108
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10
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