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
$595M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$3.7M
3
+$3.62M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.99M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.11M

Top Sells

1
+$5.94M
2
+$4.77M
3
+$4.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.65M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Sector Composition

1 Technology 3.16%
2 Communication Services 0.74%
3 Financials 0.57%
4 Consumer Discretionary 0.54%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9.51K ﹤0.01%
321
302
$9.47K ﹤0.01%
+242
303
$9.4K ﹤0.01%
128
304
$9.37K ﹤0.01%
145
+16
305
$9.21K ﹤0.01%
34
306
$9.19K ﹤0.01%
247
307
$8.91K ﹤0.01%
239
308
$8.85K ﹤0.01%
18
309
$8.71K ﹤0.01%
100
310
$8.61K ﹤0.01%
54
311
$8.52K ﹤0.01%
+1,388
312
$8.28K ﹤0.01%
92
-203
313
$8.19K ﹤0.01%
164
+12
314
$8.17K ﹤0.01%
49
315
$8.14K ﹤0.01%
32
316
$7.85K ﹤0.01%
28
317
$7.83K ﹤0.01%
+221
318
$7.74K ﹤0.01%
21
-38
319
$7.67K ﹤0.01%
187
320
$7.67K ﹤0.01%
607
321
$7.66K ﹤0.01%
232
322
$7.65K ﹤0.01%
682
-1,575
323
$7.61K ﹤0.01%
109
324
$7.58K ﹤0.01%
48
325
$7.49K ﹤0.01%
96
11 12
13
14 15