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
326
$3.28K ﹤0.01%
20
327
$3.2K ﹤0.01%
54
328
$3.19K ﹤0.01%
11
-11
329
$3.13K ﹤0.01%
119
330
$3.13K ﹤0.01%
16
331
$3.1K ﹤0.01%
200
332
$3.01K ﹤0.01%
113
+2
333
$2.93K ﹤0.01%
200
334
$2.88K ﹤0.01%
33
-713
335
$2.73K ﹤0.01%
112
336
$2.71K ﹤0.01%
80
337
$2.65K ﹤0.01%
12
338
$2.58K ﹤0.01%
33
339
$2.5K ﹤0.01%
104
+2
340
$2.48K ﹤0.01%
10
341
$2.43K ﹤0.01%
30
342
$2.4K ﹤0.01%
4
343
$2.34K ﹤0.01%
390
344
$2.28K ﹤0.01%
26
345
$2.23K ﹤0.01%
25
346
$2.15K ﹤0.01%
41
-34
347
$2.11K ﹤0.01%
100
348
$2.04K ﹤0.01%
20
349
$1.97K ﹤0.01%
29
350
$1.96K ﹤0.01%
+77
12 13
14
15 16