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
$829M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$4.64M
2 +$4.36M
3 +$3M
4
WBD icon
Warner Bros
WBD
+$2.91M
5
SBUX icon
Starbucks
SBUX
+$2.51M

Sector Composition

1 Technology 21.8%
2 Healthcare 14.84%
3 Consumer Discretionary 9.62%
4 Consumer Staples 9.54%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,558,759