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
351
$4.74K ﹤0.01%
164
-1,288
352
$4.49K ﹤0.01%
+37
353
$4.33K ﹤0.01%
215
354
$4.22K ﹤0.01%
17
355
$4.04K ﹤0.01%
17
-55
356
$3.98K ﹤0.01%
200
357
$3.95K ﹤0.01%
172
358
$3.94K ﹤0.01%
30
-92
359
$3.91K ﹤0.01%
75
+26
360
$3.68K ﹤0.01%
8
361
$3.65K ﹤0.01%
108
362
$3.46K ﹤0.01%
+45
363
$3.45K ﹤0.01%
20
364
$3.38K ﹤0.01%
119
-110
365
$3.31K ﹤0.01%
+96
366
$3.28K ﹤0.01%
16
-2
367
$3.27K ﹤0.01%
200
368
$3.27K ﹤0.01%
80
369
$3.24K ﹤0.01%
50
-206
370
$3.17K ﹤0.01%
6
-41
371
$3.15K ﹤0.01%
+1
372
$3.13K ﹤0.01%
54
373
$3.13K ﹤0.01%
+16
374
$3.1K ﹤0.01%
33
375
$3.09K ﹤0.01%
12
13 14
15
16 17