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
326
$5K ﹤0.01%
+100
327
$5K ﹤0.01%
+300
328
$5K ﹤0.01%
+125
329
$5K ﹤0.01%
+200
330
$5K ﹤0.01%
+1,106
331
$5K ﹤0.01%
+249
332
$4K ﹤0.01%
+160
333
$4K ﹤0.01%
+400
334
$4K ﹤0.01%
+50
335
$4K ﹤0.01%
+400
336
$4K ﹤0.01%
+75
337
$4K ﹤0.01%
+100
338
$4K ﹤0.01%
+53
339
$4K ﹤0.01%
+5
340
$4K ﹤0.01%
+191
341
$4K ﹤0.01%
+227
342
$4K ﹤0.01%
+68
343
$4K ﹤0.01%
+74
344
$4K ﹤0.01%
+70
345
$4K ﹤0.01%
+1,000
346
$4K ﹤0.01%
+150
347
$4K ﹤0.01%
+500
348
$4K ﹤0.01%
+63
349
$4K ﹤0.01%
+60
350
$4K ﹤0.01%
+200
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