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
251
$7.73K ﹤0.01%
+159
252
$7.68K ﹤0.01%
47
+17
253
$7.54K ﹤0.01%
+104
254
$7.49K ﹤0.01%
+185
255
$7.37K ﹤0.01%
+12
256
$7.21K ﹤0.01%
187
257
$7.15K ﹤0.01%
+152
258
$7.1K ﹤0.01%
+300
259
$7.07K ﹤0.01%
100
260
$7.05K ﹤0.01%
+28
261
$7.02K ﹤0.01%
+42
262
$6.89K ﹤0.01%
+159
263
$6.83K ﹤0.01%
232
-990
264
$6.79K ﹤0.01%
+17
265
$6.77K ﹤0.01%
+90
266
$6.73K ﹤0.01%
+12
267
$6.67K ﹤0.01%
73
+12
268
$6.62K ﹤0.01%
+58
269
$6.58K ﹤0.01%
+96
270
$6.55K ﹤0.01%
+49
271
$6.54K ﹤0.01%
35
272
$6.52K ﹤0.01%
425
273
$6.43K ﹤0.01%
+231
274
$6.33K ﹤0.01%
+21
275
$6.29K ﹤0.01%
+9
9 10
11
12 13