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CA

CapWealth Advisors Portfolio holdings

AUM $1.35B
1-Year Est. Return 34.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.8M
3
+$1.68M
4
RF icon
Regions Financial
RF
+$690K
5
ANDV
Andeavor
ANDV
+$679K

Top Sells

1
+$1.53M
2
+$416K
3
+$239K
4
FITB
Fifth Third Bancorp
FITB
+$219K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$214K

Sector Composition

1 Industrials 18.5%
2 Healthcare 13.72%
3 Technology 13.7%
4 Financials 10.15%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12K ﹤0.01%
150
202
$12K ﹤0.01%
330
+100
203
$11K ﹤0.01%
148
204
$11K ﹤0.01%
290
+2
205
$10K ﹤0.01%
415
206
$10K ﹤0.01%
200
207
$9K ﹤0.01%
+250
208
$9K ﹤0.01%
230
209
$9K ﹤0.01%
750
210
$9K ﹤0.01%
74
-726
211
$9K ﹤0.01%
200
212
$9K ﹤0.01%
200
213
$8K ﹤0.01%
165
214
$8K ﹤0.01%
75
215
$8K ﹤0.01%
2,000
216
$8K ﹤0.01%
567
217
$8K ﹤0.01%
600
218
$7K ﹤0.01%
99
219
$7K ﹤0.01%
193
220
$7K ﹤0.01%
100
221
$7K ﹤0.01%
200
222
$7K ﹤0.01%
259
223
$7K ﹤0.01%
125
224
$7K ﹤0.01%
350
225
$7K ﹤0.01%
100
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