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
$595M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$3.7M
3
+$3.62M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.99M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.11M

Top Sells

1
+$5.94M
2
+$4.77M
3
+$4.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.65M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Sector Composition

1 Technology 3.16%
2 Communication Services 0.74%
3 Financials 0.57%
4 Consumer Discretionary 0.54%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22.6K ﹤0.01%
124
227
$22.3K ﹤0.01%
126
+6
228
$22.1K ﹤0.01%
212
+31
229
$22.1K ﹤0.01%
+125
230
$21.8K ﹤0.01%
167
231
$21.5K ﹤0.01%
219
232
$21.5K ﹤0.01%
112
233
$21.5K ﹤0.01%
343
234
$20.8K ﹤0.01%
200
-369
235
$20.7K ﹤0.01%
1,122
-12
236
$20.6K ﹤0.01%
69
237
$20.3K ﹤0.01%
431
238
$20.2K ﹤0.01%
53
-85
239
$20.2K ﹤0.01%
195
240
$20K ﹤0.01%
19
+2
241
$19.9K ﹤0.01%
1,889
-40
242
$19.8K ﹤0.01%
40
243
$19.7K ﹤0.01%
139
244
$19.6K ﹤0.01%
311
245
$19.6K ﹤0.01%
50
+4
246
$19.4K ﹤0.01%
24
247
$18.8K ﹤0.01%
110
+12
248
$18.8K ﹤0.01%
106
-11
249
$18.7K ﹤0.01%
380
+130
250
$18.7K ﹤0.01%
37
+2
8 9
10
11 12