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
$393M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Sells

1 +$6.41M
2 +$5.66M
3 +$4.5M
4
C icon
Citigroup
C
+$2.19M
5
MU icon
Micron Technology
MU
+$1.23M

Sector Composition

1 Industrials 18.84%
2 Technology 14.75%
3 Healthcare 13.48%
4 Consumer Discretionary 10.56%
5 Financials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$17K ﹤0.01%
1,935
+6
202
$17K ﹤0.01%
212
+146
203
$17K ﹤0.01%
164
204
$17K ﹤0.01%
+459
205
$17K ﹤0.01%
+560
206
$16K ﹤0.01%
+140
207
$16K ﹤0.01%
556
+456
208
$16K ﹤0.01%
200
209
$16K ﹤0.01%
700
210
$15K ﹤0.01%
+462
211
$15K ﹤0.01%
+214
212
$14K ﹤0.01%
53
213
$14K ﹤0.01%
+246
214
$14K ﹤0.01%
133
215
$14K ﹤0.01%
191
216
$14K ﹤0.01%
750
217
$14K ﹤0.01%
+393
218
$14K ﹤0.01%
199
219
$13K ﹤0.01%
+528
220
$13K ﹤0.01%
439
221
$13K ﹤0.01%
1,290
222
$13K ﹤0.01%
150
223
$13K ﹤0.01%
+301
224
$13K ﹤0.01%
500
-13,462
225
$12K ﹤0.01%
153
+1