PCWA
Pacific Capital Wealth Advisors Portfolio holdings
AUM
$545M
This Quarter Return
-0.09%
1 Year Return
+13.44%
3 Year Return
+40.16%
5 Year Return
+49.99%
10 Year Return
–
AUM
$599M
AUM Growth
+$599M
(+0.65%)
Cap. Flow
+$32.6M
Cap. Flow
% of AUM
5.44%
Top 10 Holdings %
Top 10 Hldgs %
75.25%
Holding
498
New
6
Increased
42
Reduced
121
Closed
97
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$10.7M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$5.29M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.8M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.6M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$3.25M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.18M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.15M |
| 3 |
Match Group
MTCH
|
$2.22M |
| 4 |
Vanguard Health Care ETF
VHT
|
$1.51M |
| 5 |
iShares Biotechnology ETF
IBB
|
$1.47M |
Sector Composition
| 1 | Technology | 4.01% |
| 2 | Consumer Discretionary | 0.65% |
| 3 | Financials | 0.57% |
| 4 | Consumer Staples | 0.44% |
| 5 | Communication Services | 0.4% |
