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
251
$4.93K ﹤0.01%
+12
252
$4.91K ﹤0.01%
+14
253
$4.79K ﹤0.01%
+100
254
$4.29K ﹤0.01%
+102
255
$4.28K ﹤0.01%
+50
256
$4.22K ﹤0.01%
+82
257
$4.13K ﹤0.01%
+68
258
$4.05K ﹤0.01%
+215
259
$4.04K ﹤0.01%
+100
260
$4.02K ﹤0.01%
+17
261
$3.99K ﹤0.01%
+30
262
$3.86K ﹤0.01%
+39
263
$3.82K ﹤0.01%
+8
264
$3.62K ﹤0.01%
+200
265
$3.58K ﹤0.01%
+17
266
$3.57K ﹤0.01%
+172
267
$3.51K ﹤0.01%
+200
268
$3.41K ﹤0.01%
+14
269
$3.25K ﹤0.01%
+4
270
$3.12K ﹤0.01%
+108
271
$3.1K ﹤0.01%
+20
272
$3.01K ﹤0.01%
+11
273
$2.96K ﹤0.01%
+80
274
$2.9K ﹤0.01%
+12
275
$2.81K ﹤0.01%
+107
9 10
11
12 13