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
451
$592 ﹤0.01%
+7
452
$588 ﹤0.01%
+2
453
$580 ﹤0.01%
+6
454
$577 ﹤0.01%
+8
455
$506 ﹤0.01%
109
456
$503 ﹤0.01%
+12
457
$474 ﹤0.01%
8
458
$466 ﹤0.01%
100
459
$452 ﹤0.01%
+10
460
$401 ﹤0.01%
+20
461
$381 ﹤0.01%
11
462
$357 ﹤0.01%
+12
463
$324 ﹤0.01%
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$307 ﹤0.01%
5
465
$259 ﹤0.01%
100
466
$236 ﹤0.01%
5
467
$235 ﹤0.01%
8
468
$161 ﹤0.01%
10
469
$159 ﹤0.01%
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470
$149 ﹤0.01%
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471
$143 ﹤0.01%
1
472
$139 ﹤0.01%
12
473
$133 ﹤0.01%
2
474
$120 ﹤0.01%
7
475
$114 ﹤0.01%
84
17 18
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