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

Top Buys

1
+$1.93M
2
+$1.74M
3
+$1.58M
4
RF icon
Regions Financial
RF
+$648K
5
ANDV
Andeavor
ANDV
+$641K

Top Sells

1
+$1.5M
2
+$462K
3
+$255K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K
5
FITB icon
Fifth Third Bancorp
FITB
+$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%
125
252
$3K ﹤0.01%
100
-456
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100
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30
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$2K ﹤0.01%
+17
256
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110
257
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258
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45
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93
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25
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88
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$2K ﹤0.01%
93
263
$1K ﹤0.01%
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265
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60
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500
267
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30
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10
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271
$1K ﹤0.01%
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272
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35
274
$1K ﹤0.01%
9
275
$1K ﹤0.01%
13
9 10
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12 13