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
$394M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.42M
3
+$698K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$519K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$444K

Top Sells

1
+$3.04M
2
+$2.64M
3
+$1.62M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.04M

Sector Composition

1 Technology 2.63%
2 Consumer Discretionary 0.83%
3 Communication Services 0.77%
4 Financials 0.6%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.57%
108,447
+3,678
27
$2.15M 0.55%
116,112
-34,938
28
$1.95M 0.49%
5,182
-29
29
$1.94M 0.49%
53,125
30
$1.85M 0.47%
12,392
31
$1.34M 0.34%
5,342
32
$1.29M 0.33%
20,389
-100
33
$1.24M 0.31%
23,335
+689
34
$1.23M 0.31%
15,934
+269
35
$1.19M 0.3%
50,946
-759
36
$1.12M 0.28%
1,693
-1
37
$889K 0.23%
8,443
+1,077
38
$798K 0.2%
5,859
39
$781K 0.2%
39,790
-5,549
40
$776K 0.2%
3,122
+60
41
$742K 0.19%
4,886
+82
42
$732K 0.19%
2,813
43
$698K 0.18%
+12,103
44
$498K 0.13%
11,399
45
$475K 0.12%
9,309
46
$431K 0.11%
4,835
+169
47
$421K 0.11%
3,193
-88
48
$393K 0.1%
2,443
49
$387K 0.1%
1,245
+88
50
$379K 0.1%
1,072
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