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
$347M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.7M
3
+$5.62M
4
BND icon
Vanguard Total Bond Market
BND
+$4.49M
5
CSCO icon
Cisco
CSCO
+$2.87M

Top Sells

1
+$14.7M
2
+$6.12M
3
+$2.27M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$606K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$330K

Sector Composition

1 Technology 3.08%
2 Consumer Discretionary 0.53%
3 Energy 0.42%
4 Consumer Staples 0.38%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.35%
21,497
+5
52
$1.13M 0.33%
46,479
+1,185
53
$1.12M 0.32%
1,966
-10
54
$900K 0.26%
8,251
55
$850K 0.24%
10,466
+7,446
56
$778K 0.22%
3,591
+84
57
$767K 0.22%
+4,606
58
$710K 0.2%
13,904
59
$706K 0.2%
8,510
+13
60
$693K 0.2%
6,925
61
$686K 0.2%
19,693
+3,418
62
$680K 0.2%
29,472
63
$665K 0.19%
11,760
64
$654K 0.19%
6,116
65
$640K 0.18%
3,387
+1
66
$617K 0.18%
5,743
+2,051
67
$613K 0.18%
22,836
68
$574K 0.17%
+1,788
69
$542K 0.16%
10,716
+3
70
$508K 0.15%
18,112
+8
71
$475K 0.14%
12,059
+20
72
$373K 0.11%
1,059
+12
73
$353K 0.1%
+2,120
74
$349K 0.1%
2,093
+43
75
$334K 0.1%
1,602
1 2
3
4