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
401
$2.69K ﹤0.01%
+51
402
$2.69K ﹤0.01%
+36
403
$2.67K ﹤0.01%
11
404
$2.65K ﹤0.01%
+40
405
$2.65K ﹤0.01%
+20
406
$2.65K ﹤0.01%
10
407
$2.63K ﹤0.01%
+20
408
$2.62K ﹤0.01%
30
409
$2.61K ﹤0.01%
+40
410
$2.59K ﹤0.01%
+79
411
$2.59K ﹤0.01%
36
+10
412
$2.56K ﹤0.01%
+7
413
$2.56K ﹤0.01%
+35
414
$2.54K ﹤0.01%
+51
415
$2.52K ﹤0.01%
+166
416
$2.52K ﹤0.01%
+92
417
$2.5K ﹤0.01%
200
418
$2.36K ﹤0.01%
+64
419
$2.36K ﹤0.01%
+10
420
$2.33K ﹤0.01%
+7
421
$2.29K ﹤0.01%
140
422
$2.29K ﹤0.01%
14
+10
423
$2.27K ﹤0.01%
25
424
$2.26K ﹤0.01%
+14
425
$2.26K ﹤0.01%
+18
15 16
17
18 19