We are live on ! Find out more
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
$342M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$12.7M
3
+$12.6M
4
VZ icon
Verizon
VZ
+$10.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$10.6M

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
351
$3K ﹤0.01%
+100
352
$3K ﹤0.01%
+99
353
$3K ﹤0.01%
+250
354
$3K ﹤0.01%
+58
355
$3K ﹤0.01%
+60
356
$3K ﹤0.01%
+115
357
$3K ﹤0.01%
+50
358
$3K ﹤0.01%
+100
359
$3K ﹤0.01%
+85
360
$3K ﹤0.01%
+125
361
$3K ﹤0.01%
+124
362
$3K ﹤0.01%
+13
363
$3K ﹤0.01%
+200
364
$3K ﹤0.01%
+200
365
$3K ﹤0.01%
+95
366
$3K ﹤0.01%
+125
367
$3K ﹤0.01%
+100
368
$3K ﹤0.01%
+98
369
$3K ﹤0.01%
+90
370
$3K ﹤0.01%
+70
371
$3K ﹤0.01%
+30
372
$3K ﹤0.01%
+100
373
$2K ﹤0.01%
+50
374
$2K ﹤0.01%
+199
375
$2K ﹤0.01%
+300
13 14
15
16 17