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
401
$2K ﹤0.01%
390
402
$1.96K ﹤0.01%
+22
403
$1.96K ﹤0.01%
+11
404
$1.96K ﹤0.01%
12
405
$1.87K ﹤0.01%
15
-42
406
$1.84K ﹤0.01%
16
407
$1.83K ﹤0.01%
35
-109
408
$1.79K ﹤0.01%
107
409
$1.78K ﹤0.01%
10
-1
410
$1.77K ﹤0.01%
+25
411
$1.63K ﹤0.01%
+11
412
$1.61K ﹤0.01%
+3
413
$1.47K ﹤0.01%
+20
414
$1.43K ﹤0.01%
+28
415
$1.43K ﹤0.01%
71
416
$1.4K ﹤0.01%
+9
417
$1.22K ﹤0.01%
100
418
$1.15K ﹤0.01%
+5
419
$1.1K ﹤0.01%
+7
420
$1.07K ﹤0.01%
+36
421
$1.07K ﹤0.01%
+18
422
$1.07K ﹤0.01%
4
423
$1.06K ﹤0.01%
100
424
$1.05K ﹤0.01%
+5
425
$1.01K ﹤0.01%
123
-2
15 16
17
18 19