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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
$359M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$2.11M
3
+$891K
4
DUK icon
Duke Energy
DUK
+$688K
5
YHOO
Yahoo Inc
YHOO
+$670K

Top Sells

1
+$4.63M
2
+$2M
3
+$1.79M
4
C icon
Citigroup
C
+$1.79M
5
SBUX icon
Starbucks
SBUX
+$1.54M

Sector Composition

1 Industrials 15.01%
2 Financials 13.12%
3 Technology 12.86%
4 Energy 11.17%
5 Consumer Staples 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
400
377
$3K ﹤0.01%
99
378
$3K ﹤0.01%
250
379
$3K ﹤0.01%
100
380
$3K ﹤0.01%
50
381
$3K ﹤0.01%
90
382
$3K ﹤0.01%
+200
383
$3K ﹤0.01%
30
384
$3K ﹤0.01%
125
385
$3K ﹤0.01%
124
386
$3K ﹤0.01%
33
387
$3K ﹤0.01%
13
388
$3K ﹤0.01%
200
389
$3K ﹤0.01%
200
390
$3K ﹤0.01%
95
391
$3K ﹤0.01%
125
392
$3K ﹤0.01%
100
393
$2K ﹤0.01%
42
394
$2K ﹤0.01%
+400
395
$2K ﹤0.01%
36
396
$2K ﹤0.01%
199
397
$2K ﹤0.01%
91
398
$2K ﹤0.01%
39
-29
399
$2K ﹤0.01%
85
+1
400
$2K ﹤0.01%
91
14 15
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