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
126
$69K 0.02%
+838
127
$67K 0.02%
+2,732
128
$64K 0.02%
+1,665
129
$61K 0.02%
+1,664
130
$60K 0.02%
+608
131
$59K 0.02%
+1,700
132
$58K 0.02%
+41,070
133
$58K 0.02%
+2,675
134
$57K 0.02%
+1,000
135
$55K 0.02%
+2,000
136
$55K 0.02%
+1,000
137
$55K 0.02%
+1,612
138
$54K 0.02%
+39,700
139
$53K 0.02%
+800
140
$53K 0.02%
+4,012
141
$51K 0.01%
+2,000
142
$50K 0.01%
+640
143
$48K 0.01%
+565
144
$47K 0.01%
+2,000
145
$47K 0.01%
+2,015
146
$46K 0.01%
+818
147
$45K 0.01%
+569
148
$44K 0.01%
+1,000
149
$43K 0.01%
+4,488
150
$42K 0.01%
+100
4 5
6
7 8