CA

CapWealth Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 32.59%
This Fund
S&P 500
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
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