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
426
$2.24K ﹤0.01%
+29
427
$2.24K ﹤0.01%
+14
428
$2.19K ﹤0.01%
+27
429
$2.15K ﹤0.01%
+23
430
$2.15K ﹤0.01%
+170
431
$2.12K ﹤0.01%
20
432
$2.12K ﹤0.01%
+311
433
$2.11K ﹤0.01%
107
434
$2.1K ﹤0.01%
+20
435
$2.08K ﹤0.01%
+12
436
$2.07K ﹤0.01%
55
437
$2.05K ﹤0.01%
+8
438
$2.04K ﹤0.01%
+72
439
$2.02K ﹤0.01%
+18
440
$1.98K ﹤0.01%
+15
441
$1.94K ﹤0.01%
+97
442
$1.86K ﹤0.01%
+7
443
$1.85K ﹤0.01%
31
444
$1.85K ﹤0.01%
208
445
$1.84K ﹤0.01%
+23
446
$1.84K ﹤0.01%
12
447
$1.83K ﹤0.01%
25
448
$1.79K ﹤0.01%
+128
449
$1.77K ﹤0.01%
20
450
$1.77K ﹤0.01%
+51
16 17
18
19 20