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
$150M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.14%
2 Energy 0.99%
3 Financials 0.62%
4 Utilities 0.48%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$284K 0.19%
+1,826
52
$270K 0.18%
+6,011
53
$252K 0.17%
+2,731
54
$237K 0.16%
+2,928
55
$221K 0.15%
+2,184
56
$210K 0.14%
+3,024