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
$409M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$1.93M
2 +$1.74M
3 +$1.58M
4
RF icon
Regions Financial
RF
+$648K
5
ANDV
Andeavor
ANDV
+$641K

Top Sells

1 +$1.5M
2 +$462K
3 +$255K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K
5
FITB icon
Fifth Third Bancorp
FITB
+$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
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$12K ﹤0.01%
330
+100
203
$11K ﹤0.01%
148
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290
+2
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$10K ﹤0.01%
415
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750
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74
-726
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+250
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75
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$8K ﹤0.01%
2,000
217
$8K ﹤0.01%
567
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$7K ﹤0.01%
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259
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$7K ﹤0.01%
125
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$7K ﹤0.01%
350
225
$7K ﹤0.01%
100