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
$387M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.96M
3
+$4.52M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$3.29M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.36M

Top Sells

1
+$12.2M
2
+$3.79M
3
+$2.39M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.98M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.86M

Sector Composition

1 Technology 1.43%
2 Communication Services 0.72%
3 Energy 0.66%
4 Consumer Discretionary 0.32%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.85%
+170,576
27
$3.18M 0.82%
24,502
-4,698
28
$2.83M 0.73%
50,456
-19,599
29
$2.8M 0.72%
67,489
30
$2.54M 0.66%
24,106
-1,711
31
$2.4M 0.62%
53,877
-4,125
32
$2.33M 0.6%
12,999
+607
33
$2.26M 0.58%
30,015
-3,066
34
$2.05M 0.53%
9,547
-598
35
$2.04M 0.53%
20,725
+497
36
$1.91M 0.49%
170,785
-15,749
37
$1.65M 0.43%
21,894
-2,338
38
$1.46M 0.38%
29,589
-16,412
39
$1.44M 0.37%
20,389
-1,591
40
$1.4M 0.36%
32,937
-7,774
41
$1.37M 0.36%
27,162
-2,492
42
$1.36M 0.35%
+33,252
43
$1.32M 0.34%
28,898
-1,407
44
$1.27M 0.33%
5,286
-1,505
45
$1.12M 0.29%
+12,566
46
$1.11M 0.29%
26,751
-13,070
47
$1.07M 0.28%
22,942
-13,756
48
$1.06M 0.28%
44,334
49
$1.06M 0.27%
22,395
-246
50
$985K 0.25%
44,745
-4,548
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