CA

CapWealth Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 30.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.8%
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%
+85
352
$3K ﹤0.01%
+98
353
$3K ﹤0.01%
+90
354
$3K ﹤0.01%
+200
355
$3K ﹤0.01%
+95
356
$3K ﹤0.01%
+100
357
$3K ﹤0.01%
+125
358
$3K ﹤0.01%
+50
359
$3K ﹤0.01%
+100
360
$3K ﹤0.01%
+99
361
$3K ﹤0.01%
+50
362
$3K ﹤0.01%
+58
363
$3K ﹤0.01%
+60
364
$3K ﹤0.01%
+115
365
$3K ﹤0.01%
+100
366
$3K ﹤0.01%
+70
367
$3K ﹤0.01%
+30
368
$3K ﹤0.01%
+100
369
$3K ﹤0.01%
+125
370
$3K ﹤0.01%
+124
371
$3K ﹤0.01%
+13
372
$3K ﹤0.01%
+200
373
$2K ﹤0.01%
+100
374
$2K ﹤0.01%
+50
375
$2K ﹤0.01%
+91
13 14
15
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