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
376
$2K ﹤0.01%
+50
377
$2K ﹤0.01%
+199
378
$2K ﹤0.01%
+300
379
$2K ﹤0.01%
+33
380
$2K ﹤0.01%
+100
381
$2K ﹤0.01%
+84
382
$2K ﹤0.01%
+144
383
$2K ﹤0.01%
+91
384
$1K ﹤0.01%
+500
385
$1K ﹤0.01%
+42
386
$1K ﹤0.01%
+80
387
$1K ﹤0.01%
+9
388
$1K ﹤0.01%
+56
389
$1K ﹤0.01%
+10
390
$1K ﹤0.01%
+27
391
$1K ﹤0.01%
+34
392
$1K ﹤0.01%
+107
393
$1K ﹤0.01%
+400
394
$1K ﹤0.01%
+2
395
$1K ﹤0.01%
+36
396
$1K ﹤0.01%
+109
397
$1K ﹤0.01%
+12
398
$1K ﹤0.01%
+60
399
$1K ﹤0.01%
+91
400
$1K ﹤0.01%
+1,000
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