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
276
$9.39K ﹤0.01%
21
277
$9.36K ﹤0.01%
22
-181
278
$9.33K ﹤0.01%
300
279
$9.22K ﹤0.01%
19
-18
280
$9.07K ﹤0.01%
682
281
$8.89K ﹤0.01%
39
-8
282
$8.79K ﹤0.01%
607
283
$8.18K ﹤0.01%
1
284
$8.14K ﹤0.01%
77
-4
285
$8.04K ﹤0.01%
49
286
$7.98K ﹤0.01%
100
287
$7.92K ﹤0.01%
242
288
$7.74K ﹤0.01%
108
-27
289
$7.63K ﹤0.01%
100
290
$7.41K ﹤0.01%
425
291
$7.35K ﹤0.01%
58
292
$7.34K ﹤0.01%
96
293
$7.2K ﹤0.01%
187
294
$7.2K ﹤0.01%
21
295
$7.1K ﹤0.01%
12
296
$7.08K ﹤0.01%
221
297
$7.07K ﹤0.01%
232
298
$6.81K ﹤0.01%
131
299
$6.7K ﹤0.01%
16
-80
300
$6.69K ﹤0.01%
298
10 11
12
13 14