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
376
$3.07K ﹤0.01%
+16
377
$3.02K ﹤0.01%
111
+4
378
$3.02K ﹤0.01%
66
+31
379
$3.01K ﹤0.01%
112
+1
380
$2.97K ﹤0.01%
+36
381
$2.86K ﹤0.01%
+79
382
$2.73K ﹤0.01%
+35
383
$2.65K ﹤0.01%
+102
384
$2.6K ﹤0.01%
17
-64
385
$2.6K ﹤0.01%
25
386
$2.58K ﹤0.01%
+21
387
$2.45K ﹤0.01%
78
+23
388
$2.42K ﹤0.01%
100
389
$2.42K ﹤0.01%
30
390
$2.38K ﹤0.01%
+57
391
$2.33K ﹤0.01%
4
392
$2.24K ﹤0.01%
20
393
$2.22K ﹤0.01%
+12
394
$2.17K ﹤0.01%
26
-154
395
$2.14K ﹤0.01%
300
396
$2.12K ﹤0.01%
18
-105
397
$2.11K ﹤0.01%
31
398
$2.08K ﹤0.01%
208
399
$2.07K ﹤0.01%
+48
400
$2.02K ﹤0.01%
29
14 15
16
17 18