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
$342M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.4M
3
+$12.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$10.7M
5
VZ icon
Verizon
VZ
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.74%
2 Industrials 13.3%
3 Technology 12.29%
4 Consumer Staples 11.27%
5 Energy 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$7K ﹤0.01%
+100
302
$7K ﹤0.01%
+500
303
$7K ﹤0.01%
+100
304
$7K ﹤0.01%
+700
305
$7K ﹤0.01%
+182
306
$6K ﹤0.01%
+75
307
$6K ﹤0.01%
+190
308
$6K ﹤0.01%
+85
309
$6K ﹤0.01%
+131
310
$6K ﹤0.01%
+525
311
$6K ﹤0.01%
+150
312
$6K ﹤0.01%
+100
313
$6K ﹤0.01%
+280
314
$6K ﹤0.01%
+94
315
$6K ﹤0.01%
+2
316
$6K ﹤0.01%
+200
317
$6K ﹤0.01%
+188
318
$6K ﹤0.01%
+50
319
$5K ﹤0.01%
+100
320
$5K ﹤0.01%
+45
321
$5K ﹤0.01%
+100
322
$5K ﹤0.01%
+105
323
$5K ﹤0.01%
+106
324
$5K ﹤0.01%
+100
325
$5K ﹤0.01%
+300
11 12
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