PCWA

Pacific Capital Wealth Advisors Portfolio holdings

AUM $545M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$9.2M
3
+$9M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$8.72M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.14%
2 Energy 0.99%
3 Financials 0.62%
4 Utilities 0.48%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.51%
+43,208
27
$2.17M 1.45%
+12,344
28
$1.86M 1.24%
+13,740
29
$1.69M 1.13%
+87,450
30
$1.65M 1.1%
+15,486
31
$1.49M 0.99%
+12,356
32
$1.25M 0.83%
+49,480
33
$1.08M 0.72%
+53,922
34
$954K 0.64%
+8,325
35
$904K 0.6%
+5,730
36
$800K 0.53%
+10,904
37
$681K 0.45%
+9,372
38
$670K 0.45%
+6,977
39
$652K 0.44%
+3,469
40
$650K 0.43%
+2,210
41
$625K 0.42%
+21,200
42
$594K 0.4%
+30,762
43
$565K 0.38%
+11,815
44
$471K 0.31%
+8,494
45
$465K 0.31%
+3,788
46
$448K 0.3%
+11,921
47
$338K 0.23%
+1,909
48
$311K 0.21%
+16,448
49
$307K 0.2%
+5,959
50
$291K 0.19%
+903
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