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
251
$13.5K ﹤0.01%
525
252
$12.9K ﹤0.01%
292
253
$12.6K ﹤0.01%
100
-112
254
$12.4K ﹤0.01%
118
255
$12.2K ﹤0.01%
202
256
$12.2K ﹤0.01%
210
257
$12.1K ﹤0.01%
250
-130
258
$12.1K ﹤0.01%
55
-3
259
$12K ﹤0.01%
271
260
$11.7K ﹤0.01%
515
261
$11.6K ﹤0.01%
160
-30
262
$11.5K ﹤0.01%
71
263
$11.3K ﹤0.01%
11
-3
264
$11.2K ﹤0.01%
232
265
$11.1K ﹤0.01%
346
266
$11K ﹤0.01%
54
267
$10.8K ﹤0.01%
321
268
$10.5K ﹤0.01%
201
269
$10.2K ﹤0.01%
34
270
$10.1K ﹤0.01%
369
+169
271
$10K ﹤0.01%
65
272
$10K ﹤0.01%
1,388
273
$9.81K ﹤0.01%
185
274
$9.7K ﹤0.01%
75
275
$9.58K ﹤0.01%
28
9 10
11
12 13