PCWA

Pacific Capital Wealth Advisors Portfolio holdings

AUM $578M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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
476
$1.07K ﹤0.01%
+13
477
$1.04K ﹤0.01%
+19
478
$984 ﹤0.01%
+8
479
$919 ﹤0.01%
+34
480
$904 ﹤0.01%
40
481
$902 ﹤0.01%
+9
482
$893 ﹤0.01%
+4
483
$886 ﹤0.01%
+24
484
$849 ﹤0.01%
100
485
$768 ﹤0.01%
100
486
$612 ﹤0.01%
100
487
$576 ﹤0.01%
+4
488
$575 ﹤0.01%
+20
489
$546 ﹤0.01%
+23
490
$546 ﹤0.01%
7
491
$533 ﹤0.01%
100
492
$494 ﹤0.01%
8
493
$450 ﹤0.01%
100
-20
494
$445 ﹤0.01%
60
495
$361 ﹤0.01%
50
496
$308 ﹤0.01%
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497
$305 ﹤0.01%
23
498
$303 ﹤0.01%
8
499
$274 ﹤0.01%
5
500
$262 ﹤0.01%
50
18 19
20
21 22