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
326
$4.66K ﹤0.01%
+40
327
$4.65K ﹤0.01%
+32
328
$4.64K ﹤0.01%
51
+18
329
$4.62K ﹤0.01%
+85
330
$4.6K ﹤0.01%
+17
331
$4.52K ﹤0.01%
+21
332
$4.5K ﹤0.01%
87
+37
333
$4.48K ﹤0.01%
421
334
$4.42K ﹤0.01%
711
335
$4.35K ﹤0.01%
68
336
$4.33K ﹤0.01%
17
337
$4.31K ﹤0.01%
+108
338
$4.26K ﹤0.01%
+132
339
$4.24K ﹤0.01%
+22
340
$4.23K ﹤0.01%
200
341
$4.19K ﹤0.01%
+24
342
$4.15K ﹤0.01%
+52
343
$4.1K ﹤0.01%
+68
344
$4.08K ﹤0.01%
+42
345
$4.02K ﹤0.01%
+108
346
$4K ﹤0.01%
+109
347
$3.96K ﹤0.01%
20
348
$3.91K ﹤0.01%
+19
349
$3.91K ﹤0.01%
+356
350
$3.84K ﹤0.01%
+40
12 13
14
15 16