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
426
$985 ﹤0.01%
+9
427
$950 ﹤0.01%
+3
428
$949 ﹤0.01%
+4
429
$899 ﹤0.01%
2
-15
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$888 ﹤0.01%
+1
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$888 ﹤0.01%
7
-55
432
$883 ﹤0.01%
4
-54
433
$864 ﹤0.01%
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+10
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$825 ﹤0.01%
+3
436
$809 ﹤0.01%
20
437
$751 ﹤0.01%
100
438
$747 ﹤0.01%
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439
$739 ﹤0.01%
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440
$724 ﹤0.01%
+62
441
$719 ﹤0.01%
+43
442
$684 ﹤0.01%
40
443
$679 ﹤0.01%
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$674 ﹤0.01%
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$671 ﹤0.01%
+41
446
$668 ﹤0.01%
100
447
$658 ﹤0.01%
+10
448
$645 ﹤0.01%
7
449
$623 ﹤0.01%
5
-15
450
$622 ﹤0.01%
+17
16 17
18
19 20