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
$425M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$717K
3
+$168K
4
PNTG icon
Pennant Group
PNTG
+$149K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$123K

Top Sells

1
+$1.8M
2
+$1.27M
3
+$871K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$817K

Sector Composition

1 Technology 2.35%
2 Consumer Discretionary 0.83%
3 Communication Services 0.76%
4 Financials 0.63%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.52%
108,447
27
$2.19M 0.52%
5,215
+33
28
$2.11M 0.5%
36,613
-2,469
29
$1.97M 0.46%
12,465
+73
30
$1.93M 0.45%
53,125
31
$1.49M 0.35%
73,290
-42,822
32
$1.46M 0.34%
57,591
+6,645
33
$1.45M 0.34%
5,342
34
$1.36M 0.32%
24,388
+1,053
35
$1.25M 0.29%
1,706
+13
36
$1.18M 0.28%
15,328
-606
37
$967K 0.23%
5,859
38
$890K 0.21%
4,932
+46
39
$848K 0.2%
7,354
-1,089
40
$793K 0.19%
2,841
+28
41
$666K 0.16%
12,103
42
$595K 0.14%
3,383
+261
43
$533K 0.13%
1,098
+26
44
$524K 0.12%
39,790
45
$488K 0.11%
11,399
46
$471K 0.11%
9,309
47
$398K 0.09%
1,157
-88
48
$390K 0.09%
3,193
49
$368K 0.09%
2,477
+34
50
$340K 0.08%
437
+13
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2
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