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
276
$2.8K ﹤0.01%
+54
277
$2.68K ﹤0.01%
+200
278
$2.63K ﹤0.01%
+100
279
$2.6K ﹤0.01%
+140
280
$2.55K ﹤0.01%
+33
281
$2.47K ﹤0.01%
+30
282
$2.46K ﹤0.01%
+50
283
$2.3K ﹤0.01%
+20
284
$2.27K ﹤0.01%
+25
285
$2.02K ﹤0.01%
+25
286
$1.95K ﹤0.01%
+55
287
$1.94K ﹤0.01%
+26
288
$1.91K ﹤0.01%
+31
289
$1.91K ﹤0.01%
+390
290
$1.81K ﹤0.01%
+208
291
$1.74K ﹤0.01%
+10
292
$1.71K ﹤0.01%
+12
293
$1.68K ﹤0.01%
+30
294
$1.65K ﹤0.01%
+20
295
$1.62K ﹤0.01%
+16
296
$1.56K ﹤0.01%
+300
297
$1.51K ﹤0.01%
+35
298
$1.46K ﹤0.01%
+100
299
$1.42K ﹤0.01%
+125
300
$1.38K ﹤0.01%
+71
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