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
451
$1.74K ﹤0.01%
+16
452
$1.74K ﹤0.01%
+22
453
$1.72K ﹤0.01%
30
454
$1.67K ﹤0.01%
+4
455
$1.67K ﹤0.01%
+49
456
$1.64K ﹤0.01%
+9
457
$1.61K ﹤0.01%
45
-171
458
$1.6K ﹤0.01%
+41
459
$1.6K ﹤0.01%
29
460
$1.56K ﹤0.01%
35
461
$1.56K ﹤0.01%
+21
462
$1.54K ﹤0.01%
34
+18
463
$1.51K ﹤0.01%
+20
464
$1.48K ﹤0.01%
300
465
$1.46K ﹤0.01%
+25
466
$1.4K ﹤0.01%
71
467
$1.38K ﹤0.01%
+45
468
$1.27K ﹤0.01%
+104
469
$1.26K ﹤0.01%
+32
470
$1.25K ﹤0.01%
390
471
$1.19K ﹤0.01%
+56
472
$1.16K ﹤0.01%
+26
473
$1.13K ﹤0.01%
+7
474
$1.09K ﹤0.01%
125
475
$1.08K ﹤0.01%
+13
17 18
19
20 21