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
276
$6.26K ﹤0.01%
200
-5,915
277
$6.2K ﹤0.01%
+79
278
$6.19K ﹤0.01%
+284
279
$6.18K ﹤0.01%
+36
280
$6.15K ﹤0.01%
+48
281
$6.12K ﹤0.01%
+119
282
$6.12K ﹤0.01%
+109
283
$6.1K ﹤0.01%
21
284
$6.09K ﹤0.01%
63
+47
285
$6.09K ﹤0.01%
+4
286
$6.01K ﹤0.01%
+18
287
$5.97K ﹤0.01%
+216
288
$5.97K ﹤0.01%
+57
289
$5.92K ﹤0.01%
+35
290
$5.89K ﹤0.01%
+17
291
$5.82K ﹤0.01%
+6
292
$5.79K ﹤0.01%
100
293
$5.7K ﹤0.01%
+26
294
$5.51K ﹤0.01%
+116
295
$5.5K ﹤0.01%
+14
296
$5.5K ﹤0.01%
+22
297
$5.5K ﹤0.01%
+42
298
$5.49K ﹤0.01%
+52
299
$5.45K ﹤0.01%
+151
300
$5.45K ﹤0.01%
+56
10 11
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