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
276
$3K ﹤0.01%
+93
277
$3K ﹤0.01%
+30
278
$3K ﹤0.01%
+125
279
$3K ﹤0.01%
+148
280
$3K ﹤0.01%
+93
281
$3K ﹤0.01%
+125
282
$2K ﹤0.01%
+45
283
$2K ﹤0.01%
+13
284
$2K ﹤0.01%
+86
285
– –
0
286
$1K ﹤0.01%
+6
287
$1K ﹤0.01%
+15
288
$1K ﹤0.01%
+9
289
$1K ﹤0.01%
+60
290
$1K ﹤0.01%
+42
291
$1K ﹤0.01%
+24
292
$1K ﹤0.01%
+100
293
$1K ﹤0.01%
+16
294
$1K ﹤0.01%
+34
295
$1K ﹤0.01%
+50
296
$1K ﹤0.01%
+30
297
$1K ﹤0.01%
+19
298
$1K ﹤0.01%
+50
299
$1K ﹤0.01%
+6
300
$1K ﹤0.01%
+88
9 10 11
12
13