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
$548M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$26.8M
3
+$14.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.69M

Top Sells

1
+$3.01M
2
+$1.56M
3
+$1.36M
4
ABNB icon
Airbnb
ABNB
+$879K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$471K

Sector Composition

1 Technology 2.53%
2 Communication Services 0.7%
3 Financials 0.6%
4 Consumer Discretionary 0.57%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$411 ﹤0.01%
+3
477
$384 ﹤0.01%
+4
478
$373 ﹤0.01%
50
479
$365 ﹤0.01%
60
480
$328 ﹤0.01%
+10
481
$327 ﹤0.01%
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482
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483
$309 ﹤0.01%
+1
484
$304 ﹤0.01%
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485
$288 ﹤0.01%
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486
$284 ﹤0.01%
5
487
$282 ﹤0.01%
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$272 ﹤0.01%
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5
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$217 ﹤0.01%
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$214 ﹤0.01%
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$172 ﹤0.01%
+100
497
$157 ﹤0.01%
50
498
$152 ﹤0.01%
+25
499
$139 ﹤0.01%
1
500
$135 ﹤0.01%
+6
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