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
401
$1K ﹤0.01%
+60
402
$1K ﹤0.01%
+91
403
$0 ﹤0.01%
+260
404
$0 ﹤0.01%
+5
405
$0 ﹤0.01%
+540
406
$0 ﹤0.01%
+100
407
$0 ﹤0.01%
+6
408
$0 ﹤0.01%
+1,163
409
$0 ﹤0.01%
+17
410
$0 ﹤0.01%
+4,000
411
$0 ﹤0.01%
+4,000
412
$0 ﹤0.01%
+6
413
$0 ﹤0.01%
+2
414
$0 ﹤0.01%
+28
415
$0 ﹤0.01%
+16
416
$0 ﹤0.01%
+6
417
$0 ﹤0.01%
+47
418
$0 ﹤0.01%
+190
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