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
$367M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$5.05M
3
+$3.51M
4
MTCH icon
Match Group
MTCH
+$3.22M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.28M

Top Sells

1
+$4.23M
2
+$2.16M
3
+$1.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.27M

Sector Composition

1 Technology 1.9%
2 Communication Services 1.02%
3 Energy 0.57%
4 Financials 0.54%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.72%
25,817
+141
27
$2.61M 0.71%
29,667
-924
28
$2.56M 0.7%
58,002
-3,071
29
$2.48M 0.67%
33,081
-27
30
$2.22M 0.6%
186,534
-25,831
31
$2.21M 0.6%
46,001
-3,555
32
$2.13M 0.58%
10,145
-57
33
$2M 0.54%
20,228
-9,772
34
$1.85M 0.5%
37,390
35
$1.8M 0.49%
24,232
+65
36
$1.78M 0.48%
12,392
37
$1.72M 0.47%
40,711
-947
38
$1.7M 0.46%
36,698
-72
39
$1.58M 0.43%
6,791
+907
40
$1.52M 0.41%
39,821
-8,885
41
$1.48M 0.4%
29,654
-1,312
42
$1.44M 0.39%
+21,980
43
$1.32M 0.36%
30,305
-118
44
$1.29M 0.35%
56,424
45
$1.22M 0.33%
44,334
46
$1.08M 0.29%
44,642
-38,454
47
$1.02M 0.28%
54,006
-40,652
48
$1.01M 0.28%
22,641
-217
49
$963K 0.26%
2,040
-31
50
$961K 0.26%
49,293
+1,008
1
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