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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
$416M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
350
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.84M
3
+$2.82M
4
SLB icon
SLB Ltd
SLB
+$2.11M
5
WSM icon
Williams-Sonoma
WSM
+$1.63M

Top Sells

1
+$2.47M
2
+$2.13M
3
+$2.11M
4
ILMN icon
Illumina
ILMN
+$1.87M
5
CVS icon
CVS Health
CVS
+$1.72M

Sector Composition

1 Industrials 17.09%
2 Technology 15.66%
3 Healthcare 12.48%
4 Financials 11.07%
5 Consumer Discretionary 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
90
252
$3K ﹤0.01%
93
253
$3K ﹤0.01%
30
254
$3K ﹤0.01%
125
255
$3K ﹤0.01%
100
256
$3K ﹤0.01%
118
-17
257
$3K ﹤0.01%
125
258
$2K ﹤0.01%
99
259
$2K ﹤0.01%
110
260
$2K ﹤0.01%
35
261
$2K ﹤0.01%
45
262
$2K ﹤0.01%
17
263
$2K ﹤0.01%
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264
$2K ﹤0.01%
25
265
$2K ﹤0.01%
88
266
$2K ﹤0.01%
93
267
$2K ﹤0.01%
79
268
$1K ﹤0.01%
30
269
$1K ﹤0.01%
19
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$1K ﹤0.01%
10
271
$1K ﹤0.01%
+22
272
$1K ﹤0.01%
+8
273
$1K ﹤0.01%
50
274
$1K ﹤0.01%
+8
275
$1K ﹤0.01%
+36
9 10
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