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
$599M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.6M
3
+$3.25M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M

Top Sells

1
+$4.18M
2
+$4.15M
3
+$2.22M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.08M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.51M

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 0.65%
3 Financials 0.57%
4 Consumer Staples 0.44%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18.7K ﹤0.01%
247
227
$18.4K ﹤0.01%
139
228
$18.2K ﹤0.01%
200
229
$17.9K ﹤0.01%
311
230
$17.7K ﹤0.01%
367
-64
231
$17.3K ﹤0.01%
51
-2
232
$17.1K ﹤0.01%
94
-16
233
$16.9K ﹤0.01%
24
234
$16.7K ﹤0.01%
46
-4
235
$16.5K ﹤0.01%
712
236
$16.4K ﹤0.01%
195
237
$16.3K ﹤0.01%
270
-37
238
$15.6K ﹤0.01%
44
239
$15.6K ﹤0.01%
250
240
$15.5K ﹤0.01%
140
-104
241
$15.4K ﹤0.01%
288
242
$15.1K ﹤0.01%
279
243
$15K ﹤0.01%
800
244
$15K ﹤0.01%
168
+1
245
$14.6K ﹤0.01%
52
246
$14.5K ﹤0.01%
115
247
$14.1K ﹤0.01%
59
-44
248
$13.8K ﹤0.01%
60
-4
249
$13.7K ﹤0.01%
162
-400
250
$13.6K ﹤0.01%
114
8 9
10
11 12