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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
$409M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.8M
3
+$1.68M
4
RF icon
Regions Financial
RF
+$690K
5
ANDV
Andeavor
ANDV
+$679K

Top Sells

1
+$1.53M
2
+$416K
3
+$239K
4
FITB
Fifth Third Bancorp
FITB
+$219K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$214K

Sector Composition

1 Industrials 18.5%
2 Healthcare 13.72%
3 Technology 13.7%
4 Financials 10.15%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
30
252
$3K ﹤0.01%
125
253
$3K ﹤0.01%
100
254
$3K ﹤0.01%
125
255
$2K ﹤0.01%
110
256
$2K ﹤0.01%
100
257
$2K ﹤0.01%
45
258
$2K ﹤0.01%
+17
259
$2K ﹤0.01%
93
260
$2K ﹤0.01%
93
261
$2K ﹤0.01%
25
262
$2K ﹤0.01%
88
263
$1K ﹤0.01%
30
264
$1K ﹤0.01%
19
265
$1K ﹤0.01%
10
266
$1K ﹤0.01%
99
267
$1K ﹤0.01%
80
268
$1K ﹤0.01%
50
269
$1K ﹤0.01%
35
270
$1K ﹤0.01%
9
271
$1K ﹤0.01%
13
272
$1K ﹤0.01%
10
273
$1K ﹤0.01%
79
274
$1K ﹤0.01%
117
275
$1K ﹤0.01%
400
9 10
11
12 13