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
$922M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$6.61M
2 +$4.45M
3 +$2.27M
4
AMGN icon
Amgen
AMGN
+$1.65M
5
CVS icon
CVS Health
CVS
+$1.62M

Top Sells

1 +$11.9M
2 +$8.77M
3 +$8.48M
4
BAC icon
Bank of America
BAC
+$6.45M
5
GEV icon
GE Vernova
GEV
+$4.2M

Sector Composition

1 Technology 20.43%
2 Healthcare 13.37%
3 Industrials 13.29%
4 Energy 10.31%
5 Financials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-902
102
-10,480