PCWA

Pacific Capital Wealth Advisors Portfolio holdings

AUM $545M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.42M
3
+$698K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$519K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$444K

Top Sells

1
+$3.04M
2
+$2.64M
3
+$1.62M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.04M

Sector Composition

1 Technology 2.63%
2 Consumer Discretionary 0.83%
3 Communication Services 0.77%
4 Financials 0.6%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.81K ﹤0.01%
+525
227
$8.77K ﹤0.01%
+32
228
$8.72K ﹤0.01%
+75
229
$8.53K ﹤0.01%
+212
230
$8.32K ﹤0.01%
+33
231
$8.16K ﹤0.01%
+21
232
$7.69K ﹤0.01%
+100
233
$7.68K ﹤0.01%
+421
234
$7.54K ﹤0.01%
+216
235
$7.52K ﹤0.01%
+90
236
$7.23K ﹤0.01%
+156
237
$7.2K ﹤0.01%
+54
238
$7.15K ﹤0.01%
+100
239
$7.02K ﹤0.01%
+96
240
$6.43K ﹤0.01%
+280
241
$6.09K ﹤0.01%
+35
242
$5.86K ﹤0.01%
+61
243
$5.84K ﹤0.01%
+425
244
$5.79K ﹤0.01%
+201
245
$5.48K ﹤0.01%
+100
246
$5.06K ﹤0.01%
+100
247
$4.99K ﹤0.01%
+229
248
$4.98K ﹤0.01%
+19
249
$4.95K ﹤0.01%
+60
250
$4.94K ﹤0.01%
+711
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