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
251
$18.7K ﹤0.01%
712
252
$18.3K ﹤0.01%
288
-5
253
$17.8K ﹤0.01%
64
+4
254
$17.7K ﹤0.01%
38
+8
255
$17.1K ﹤0.01%
67
256
$17K ﹤0.01%
106
257
$16.8K ﹤0.01%
103
258
$15.9K ﹤0.01%
221
259
$15.6K ﹤0.01%
250
260
$15.5K ﹤0.01%
190
+30
261
$15.5K ﹤0.01%
800
262
$15.5K ﹤0.01%
157
263
$15.1K ﹤0.01%
114
264
$14.7K ﹤0.01%
115
265
$14.7K ﹤0.01%
73
-79
266
$14.6K ﹤0.01%
61
+8
267
$14.6K ﹤0.01%
+167
268
$14.5K ﹤0.01%
44
269
$14.3K ﹤0.01%
71
270
$14.2K ﹤0.01%
52
271
$14.2K ﹤0.01%
+285
272
$14.1K ﹤0.01%
81
+21
273
$14K ﹤0.01%
292
274
$13.5K ﹤0.01%
39
-34
275
$13.4K ﹤0.01%
210
9 10
11
12 13