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
301
$1.31K ﹤0.01%
+29
302
$1.21K ﹤0.01%
+3,649
303
$1.09K ﹤0.01%
+120
304
$967 ﹤0.01%
+4
305
$944 ﹤0.01%
+40
306
$851 ﹤0.01%
+48
307
$823 ﹤0.01%
+100
308
$641 ﹤0.01%
+4
309
$635 ﹤0.01%
+100
310
$622 ﹤0.01%
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311
$583 ﹤0.01%
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312
$496 ﹤0.01%
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$456 ﹤0.01%
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$455 ﹤0.01%
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$444 ﹤0.01%
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+23
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$392 ﹤0.01%
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321
$291 ﹤0.01%
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$278 ﹤0.01%
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323
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+100
324
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+5
325
$224 ﹤0.01%
+5
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