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
$548M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$26.8M
3
+$14.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.69M

Top Sells

1
+$3.01M
2
+$1.56M
3
+$1.36M
4
ABNB icon
Airbnb
ABNB
+$879K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$471K

Sector Composition

1 Technology 2.53%
2 Communication Services 0.7%
3 Financials 0.6%
4 Consumer Discretionary 0.57%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.58K ﹤0.01%
107
452
$1.41K ﹤0.01%
390
453
$1.39K ﹤0.01%
35
454
$1.35K ﹤0.01%
71
455
$1.3K ﹤0.01%
300
456
$1.15K ﹤0.01%
+10
457
$1K ﹤0.01%
4
-10
458
$930 ﹤0.01%
125
459
$826 ﹤0.01%
100
460
$780 ﹤0.01%
+10
461
$752 ﹤0.01%
40
462
$744 ﹤0.01%
+20
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$742 ﹤0.01%
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464
$733 ﹤0.01%
100
465
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100
466
$628 ﹤0.01%
+10
467
$592 ﹤0.01%
+10
468
$569 ﹤0.01%
7
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$567 ﹤0.01%
+10
470
$546 ﹤0.01%
+7
471
$501 ﹤0.01%
100
472
$480 ﹤0.01%
+109
473
$455 ﹤0.01%
8
474
$448 ﹤0.01%
+16
475
$416 ﹤0.01%
100
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