PCWA

Pacific Capital Wealth Advisors Portfolio holdings

AUM $578M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$717K
3
+$168K
4
PNTG icon
Pennant Group
PNTG
+$149K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$123K

Top Sells

1
+$1.8M
2
+$1.27M
3
+$871K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$817K

Sector Composition

1 Technology 2.35%
2 Consumer Discretionary 0.83%
3 Communication Services 0.76%
4 Financials 0.63%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.4K ﹤0.01%
75
+71
227
$10.3K ﹤0.01%
232
228
$10.2K ﹤0.01%
55
229
$9.81K ﹤0.01%
+27
230
$9.74K ﹤0.01%
351
+150
231
$9.67K ﹤0.01%
202
-10
232
$9.67K ﹤0.01%
+65
233
$9.66K ﹤0.01%
+18
234
$9.4K ﹤0.01%
75
235
$9.33K ﹤0.01%
785
236
$9.26K ﹤0.01%
114
+18
237
$9.24K ﹤0.01%
525
238
$9.14K ﹤0.01%
+16
239
$9.1K ﹤0.01%
+44
240
$8.89K ﹤0.01%
+16
241
$8.88K ﹤0.01%
+129
242
$8.81K ﹤0.01%
+128
243
$8.73K ﹤0.01%
138
+56
244
$8.59K ﹤0.01%
32
+13
245
$8.46K ﹤0.01%
+66
246
$8.39K ﹤0.01%
+11
247
$8.24K ﹤0.01%
112
+22
248
$8.16K ﹤0.01%
+60
249
$7.78K ﹤0.01%
49
-104
250
$7.78K ﹤0.01%
+18
8 9
10
11 12