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
$387M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$9.96M
3
+$4.52M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$3.29M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.36M

Top Sells

1
+$12.2M
2
+$3.79M
3
+$2.39M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.98M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.86M

Sector Composition

1 Technology 1.43%
2 Communication Services 0.72%
3 Energy 0.66%
4 Consumer Discretionary 0.32%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$982K 0.25%
31,214
+79
52
$905K 0.23%
41,644
-14,780
53
$867K 0.22%
42,818
-11,188
54
$867K 0.22%
17,390
-20,000
55
$804K 0.21%
1,761
-279
56
$667K 0.17%
+13,380
57
$637K 0.16%
3,066
-1,455
58
$637K 0.16%
7,508
-158
59
$622K 0.16%
25,780
-18,862
60
$591K 0.15%
+17,289
61
$520K 0.13%
6,146
-1,877
62
$501K 0.13%
5,859
-60
63
$500K 0.13%
3,281
-107
64
$466K 0.12%
11,399
65
$376K 0.1%
3,607
-48
66
$364K 0.09%
19,489
-2
67
$331K 0.09%
+3,178
68
$328K 0.08%
3,904
-2,706
69
$325K 0.08%
1,517
-70
70
$312K 0.08%
1,414
71
$298K 0.08%
1,398
-154
72
$285K 0.07%
9,343
-1,552
73
$283K 0.07%
+1,478
74
$279K 0.07%
3,103
-26,564
75
$267K 0.07%
10,906
-13,266
1 2
3
4