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
$599M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.6M
3
+$3.25M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M

Top Sells

1
+$4.18M
2
+$4.15M
3
+$2.22M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.08M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.51M

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 0.65%
3 Financials 0.57%
4 Consumer Staples 0.44%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.44%
124,294
27
$2.53M 0.42%
+84,750
28
$2.44M 0.41%
13,950
-625
29
$2.37M 0.4%
53,954
-10,499
30
$1.83M 0.31%
12,627
-68
31
$1.74M 0.29%
3,232
+2,852
32
$1.62M 0.27%
28,213
-4,404
33
$1.61M 0.27%
1,758
-15
34
$1.54M 0.26%
3,813
-10
35
$1.5M 0.25%
25,865
36
$1.46M 0.24%
29,783
-13,499
37
$1.41M 0.24%
62,170
-5,297
38
$1.39M 0.23%
6,339
-62
39
$1.31M 0.22%
50,201
-1,936
40
$983K 0.16%
17,157
+78
41
$979K 0.16%
3,097
-3
42
$946K 0.16%
7,354
43
$873K 0.15%
6,498
-109
44
$855K 0.14%
1,461
+7
45
$803K 0.13%
36,385
+589
46
$747K 0.12%
80,732
+40,942
47
$608K 0.1%
+25,266
48
$601K 0.1%
11,340
-763
49
$567K 0.09%
24,996
50
$490K 0.08%
5,418
-679
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