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
351
$1.95K ﹤0.01%
12
352
$1.93K ﹤0.01%
7
-32
353
$1.78K ﹤0.01%
31
354
$1.77K ﹤0.01%
208
355
$1.67K ﹤0.01%
35
-31
356
$1.63K ﹤0.01%
55
-23
357
$1.56K ﹤0.01%
16
358
$1.41K ﹤0.01%
3
-3
359
$1.3K ﹤0.01%
71
360
$1.19K ﹤0.01%
107
361
$1.12K ﹤0.01%
4
362
$954 ﹤0.01%
100
363
$877 ﹤0.01%
83
-40
364
$819 ﹤0.01%
10
-26
365
$672 ﹤0.01%
7
366
$665 ﹤0.01%
100
367
$530 ﹤0.01%
40
368
$518 ﹤0.01%
25
369
$489 ﹤0.01%
8
370
$475 ﹤0.01%
23
371
$436 ﹤0.01%
100
372
$434 ﹤0.01%
100
373
$341 ﹤0.01%
10
374
$326 ﹤0.01%
11
375
$269 ﹤0.01%
5
13 14
15
16 17