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
$347M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.7M
3
+$5.62M
4
BND icon
Vanguard Total Bond Market
BND
+$4.49M
5
CSCO icon
Cisco
CSCO
+$2.87M

Top Sells

1
+$14.7M
2
+$6.12M
3
+$2.27M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$606K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$330K

Sector Composition

1 Technology 3.08%
2 Consumer Discretionary 0.53%
3 Energy 0.42%
4 Consumer Staples 0.38%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 0.96%
30,662
-408
27
$3.24M 0.93%
216,062
-264
28
$3.19M 0.92%
59,086
+135
29
$3.16M 0.91%
10,343
-111
30
$3.08M 0.89%
51,530
-581
31
$2.99M 0.86%
25,676
+39
32
$2.87M 0.83%
+45,354
33
$2.75M 0.79%
50,051
+48
34
$2.58M 0.74%
53,858
-721
35
$2.52M 0.73%
98,552
+56,144
36
$2.26M 0.65%
76,163
-636
37
$2.25M 0.65%
88,588
+5,578
38
$2.19M 0.63%
42,309
-3,861
39
$2.06M 0.59%
37,390
40
$2.06M 0.59%
25,471
+7
41
$2.02M 0.58%
40,064
42
$1.97M 0.57%
31,591
-435
43
$1.85M 0.53%
61,514
+72
44
$1.79M 0.51%
43,647
-169
45
$1.72M 0.5%
5,122
+46
46
$1.59M 0.46%
30,962
-113
47
$1.58M 0.46%
67,834
48
$1.45M 0.42%
12,392
49
$1.26M 0.36%
47,997
-86,190
50
$1.25M 0.36%
38,935
-87
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