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
$578M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.8M
3
+$3.36M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.66M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.38M

Top Sells

1
+$9.13M
2
+$4.03M
3
+$3.46M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.19M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.09M

Sector Composition

1 Technology 3.23%
2 Consumer Discretionary 0.48%
3 Communication Services 0.42%
4 Financials 0.41%
5 Consumer Staples 0.26%

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