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
351
$3.8K ﹤0.01%
+48
352
$3.8K ﹤0.01%
+15
353
$3.78K ﹤0.01%
+19
354
$3.78K ﹤0.01%
+44
355
$3.75K ﹤0.01%
+32
356
$3.75K ﹤0.01%
+45
357
$3.75K ﹤0.01%
+24
358
$3.74K ﹤0.01%
172
359
$3.69K ﹤0.01%
39
360
$3.66K ﹤0.01%
+43
361
$3.65K ﹤0.01%
+32
362
$3.65K ﹤0.01%
14
+10
363
$3.63K ﹤0.01%
8
364
$3.62K ﹤0.01%
17
365
$3.61K ﹤0.01%
+5
366
$3.53K ﹤0.01%
+56
367
$3.52K ﹤0.01%
+35
368
$3.48K ﹤0.01%
+96
369
$3.47K ﹤0.01%
+96
370
$3.43K ﹤0.01%
80
371
$3.42K ﹤0.01%
+46
372
$3.35K ﹤0.01%
+7
373
$3.35K ﹤0.01%
108
374
$3.33K ﹤0.01%
4
375
$3.33K ﹤0.01%
200
13 14
15
16 17