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
$367M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$5.05M
3
+$3.51M
4
MTCH icon
Match Group
MTCH
+$3.22M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.28M

Top Sells

1
+$4.23M
2
+$2.16M
3
+$1.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.27M

Sector Composition

1 Technology 1.9%
2 Communication Services 1.02%
3 Energy 0.57%
4 Financials 0.54%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$864K 0.24%
31,135
-4,019
52
$803K 0.22%
4,521
+772
53
$747K 0.2%
6,610
+70
54
$637K 0.17%
8,023
-361
55
$622K 0.17%
5,919
56
$610K 0.17%
7,666
+1,550
57
$579K 0.16%
24,172
+62
58
$489K 0.13%
1,842
+48
59
$461K 0.13%
4,616
-2,309
60
$441K 0.12%
3,388
61
$441K 0.12%
11,399
-361
62
$391K 0.11%
+1,465
63
$375K 0.1%
3,655
+1
64
$345K 0.09%
10,895
+20
65
$332K 0.09%
1,552
66
$330K 0.09%
19,491
-3
67
$323K 0.09%
+3,377
68
$311K 0.08%
+1,093
69
$303K 0.08%
+8,176
70
$265K 0.07%
1,587
71
$257K 0.07%
1,414
72
$251K 0.07%
12,400
73
$229K 0.06%
1,698
+86
74
$226K 0.06%
2,531
75
$216K 0.06%
+2,264
1 2
3
4