CA

CapWealth Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 32.59%
This Quarter Est. Return
1 Year Est. Return
+32.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
-$615K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$3.21M
3
+$2.76M
4
ANDV
Andeavor
ANDV
+$1.81M
5
MCP
MOLYCORP INC COM STK
MCP
+$1.28M

Top Sells

1
+$15M
2
+$5.56M
3
+$1.49M
4
XOM icon
Exxon Mobil
XOM
+$1.38M
5
FDO
FAMILY DOLLAR STORES
FDO
+$768K

Sector Composition

1 Technology 18.06%
2 Industrials 17.15%
3 Financials 13.86%
4 Healthcare 11.39%
5 Consumer Staples 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
+259
252
$5K ﹤0.01%
+104
253
$5K ﹤0.01%
+71
254
$5K ﹤0.01%
+54
255
$5K ﹤0.01%
+55
256
$5K ﹤0.01%
+100
257
$5K ﹤0.01%
+14
258
$5K ﹤0.01%
+60
259
$5K ﹤0.01%
+167
260
$5K ﹤0.01%
+65
261
$5K ﹤0.01%
+45
262
$5K ﹤0.01%
+200
263
$5K ﹤0.01%
+217
264
$5K ﹤0.01%
+90
265
$4K ﹤0.01%
+100
266
$4K ﹤0.01%
+50
267
$4K ﹤0.01%
+100
268
$4K ﹤0.01%
+400
269
$4K ﹤0.01%
+50
270
$4K ﹤0.01%
+70
271
$4K ﹤0.01%
+70
272
$3K ﹤0.01%
+41
273
$3K ﹤0.01%
+99
274
$3K ﹤0.01%
+100
275
$3K ﹤0.01%
+50
9 10
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