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
301
$6.68K ﹤0.01%
35
302
$6.67K ﹤0.01%
32
303
$6.52K ﹤0.01%
164
304
$6.21K ﹤0.01%
124
-124
305
$6.21K ﹤0.01%
60
306
$5.99K ﹤0.01%
75
-17
307
$5.95K ﹤0.01%
172
308
$5.7K ﹤0.01%
100
-108
309
$5.67K ﹤0.01%
90
-7
310
$5.57K ﹤0.01%
61
311
$5.48K ﹤0.01%
711
312
$5.33K ﹤0.01%
201
-38
313
$5.17K ﹤0.01%
132
314
$5.09K ﹤0.01%
100
315
$4.99K ﹤0.01%
22
-5
316
$4.96K ﹤0.01%
215
317
$4.82K ﹤0.01%
19
318
$4.25K ﹤0.01%
48
-61
319
$4.01K ﹤0.01%
100
320
$3.99K ﹤0.01%
17
321
$3.84K ﹤0.01%
8
322
$3.81K ﹤0.01%
9
-3
323
$3.58K ﹤0.01%
17
324
$3.53K ﹤0.01%
108
325
$3.42K ﹤0.01%
30
11 12
13
14 15