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
376
$3.32K ﹤0.01%
+70
377
$3.31K ﹤0.01%
+53
378
$3.29K ﹤0.01%
+19
379
$3.26K ﹤0.01%
12
380
$3.22K ﹤0.01%
+116
381
$3.21K ﹤0.01%
20
382
$3.2K ﹤0.01%
+74
383
$3.18K ﹤0.01%
+193
384
$3.15K ﹤0.01%
+1
385
$3.15K ﹤0.01%
+45
386
$3.14K ﹤0.01%
+103
387
$3.12K ﹤0.01%
+34
388
$3.04K ﹤0.01%
+96
389
$2.96K ﹤0.01%
+23
390
$2.95K ﹤0.01%
54
391
$2.92K ﹤0.01%
+13
392
$2.9K ﹤0.01%
+10
393
$2.83K ﹤0.01%
+65
394
$2.81K ﹤0.01%
+30
395
$2.79K ﹤0.01%
100
396
$2.77K ﹤0.01%
+11
397
$2.77K ﹤0.01%
+48
398
$2.75K ﹤0.01%
+17
399
$2.74K ﹤0.01%
+35
400
$2.73K ﹤0.01%
+22
14 15
16
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