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
326
$7.47K ﹤0.01%
65
327
$7.04K ﹤0.01%
97
+7
328
$6.92K ﹤0.01%
239
-144
329
$6.9K ﹤0.01%
35
330
$6.81K ﹤0.01%
21
331
$6.8K ﹤0.01%
58
332
$6.71K ﹤0.01%
60
333
$6.68K ﹤0.01%
185
334
$6.68K ﹤0.01%
298
335
$6.55K ﹤0.01%
22
+11
336
$6.51K ﹤0.01%
27
+5
337
$6.5K ﹤0.01%
284
338
$6.45K ﹤0.01%
28
-38
339
$6.35K ﹤0.01%
300
340
$5.95K ﹤0.01%
61
-298
341
$5.81K ﹤0.01%
131
-642
342
$5.62K ﹤0.01%
200
343
$5.46K ﹤0.01%
100
344
$5.41K ﹤0.01%
711
345
$5.16K ﹤0.01%
167
346
$5.1K ﹤0.01%
100
347
$5.01K ﹤0.01%
12
+1
348
$4.98K ﹤0.01%
19
349
$4.95K ﹤0.01%
132
350
$4.78K ﹤0.01%
425
12 13
14
15 16