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
301
$5.42K ﹤0.01%
+62
302
$5.3K ﹤0.01%
+79
303
$5.28K ﹤0.01%
+29
304
$5.25K ﹤0.01%
+31
305
$5.21K ﹤0.01%
229
306
$5.17K ﹤0.01%
+47
307
$5.15K ﹤0.01%
60
308
$5.14K ﹤0.01%
+40
309
$5.13K ﹤0.01%
+167
310
$5.11K ﹤0.01%
100
311
$5.1K ﹤0.01%
+127
312
$5.08K ﹤0.01%
+79
313
$5.06K ﹤0.01%
+20
314
$5.05K ﹤0.01%
+151
315
$4.98K ﹤0.01%
+178
316
$4.95K ﹤0.01%
20
+6
317
$4.91K ﹤0.01%
+23
318
$4.82K ﹤0.01%
215
319
$4.79K ﹤0.01%
+450
320
$4.78K ﹤0.01%
+75
321
$4.77K ﹤0.01%
+97
322
$4.74K ﹤0.01%
+70
323
$4.72K ﹤0.01%
+38
324
$4.67K ﹤0.01%
+457
325
$4.67K ﹤0.01%
+9
11 12
13
14 15