CA

CapWealth Advisors Portfolio holdings

AUM $1.46B
1-Year Est. Return 32.59%
This Quarter Est. Return
1 Year Est. Return
+32.59%
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
201
$24K 0.01%
+315
202
$24K 0.01%
+1,500
203
$23K 0.01%
+400
204
$23K 0.01%
+1,000
205
$23K 0.01%
+1,000
206
$22K 0.01%
+568
207
$22K 0.01%
+500
208
$22K 0.01%
+399
209
$21K 0.01%
+333
210
$21K 0.01%
+754
211
$21K 0.01%
+250
212
$21K 0.01%
+425
213
$21K 0.01%
+494
214
$21K 0.01%
+1,750
215
$20K 0.01%
+1,550
216
$20K 0.01%
+972
217
$20K 0.01%
+800
218
$20K 0.01%
+250
219
$20K 0.01%
+800
220
$20K 0.01%
+800
221
$19K 0.01%
+240
222
$19K 0.01%
+200
223
$19K 0.01%
+200
224
$19K 0.01%
+1,652
225
$19K 0.01%
+600
7 8
9
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