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
$147M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$695K
3
+$614K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$379K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$338K

Top Sells

1
+$2.87M
2
+$525K
3
+$490K
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$406K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$361K

Sector Composition

1 Technology 1.42%
2 Energy 0.75%
3 Financials 0.58%
4 Utilities 0.47%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$260K 0.18%
1,798
-26
52
$242K 0.16%
2,928
53
$219K 0.15%
2,502
-19
54
$208K 0.14%
+2,117
55
$204K 0.14%
+1,613
56
– –
-2,120
1 2
3