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
$791M
AUM Growth
-$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$4.18M
3 +$3.41M
4
NEE icon
NextEra Energy
NEE
+$2.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.75M

Top Sells

1 +$22.9M
2 +$15.3M
3 +$11.9M
4
GE icon
GE Aerospace
GE
+$10.8M
5
AAPL icon
Apple
AAPL
+$9.89M

Sector Composition

1 Technology 21.03%
2 Industrials 14.18%
3 Healthcare 13.36%
4 Energy 10.71%
5 Financials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,695
102
-267,036
103
-38,102