CA

CapWealth Advisors Portfolio holdings

AUM $1.11B
1-Year Est. Return 35.99%
This Quarter Est. Return
1 Year Est. Return
+35.99%
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
401
$1K ﹤0.01%
+1,000
402
$1K ﹤0.01%
+34
403
$0 ﹤0.01%
+4,000
404
$0 ﹤0.01%
+6
405
$0 ﹤0.01%
+2
406
$0 ﹤0.01%
+28
407
$0 ﹤0.01%
+16
408
$0 ﹤0.01%
+260
409
$0 ﹤0.01%
+5
410
$0 ﹤0.01%
+540
411
$0 ﹤0.01%
+6
412
$0 ﹤0.01%
+47
413
$0 ﹤0.01%
+190
414
$0 ﹤0.01%
+100
415
$0 ﹤0.01%
+6
416
$0 ﹤0.01%
+1,163
417
$0 ﹤0.01%
+17
418
$0 ﹤0.01%
+4,000