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
$389M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$2.5M
3
+$2.06M
4
AAPL icon
Apple
AAPL
+$1.54M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.48M

Top Sells

1
+$8.45M
2
+$5.21M
3
+$2.54M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.16M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.44M

Sector Composition

1 Technology 2.12%
2 Communication Services 0.98%
3 Energy 0.66%
4 Consumer Discretionary 0.58%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$667K 0.17%
7,366
-142
52
$634K 0.16%
2,813
-253
53
$629K 0.16%
25,780
54
$617K 0.16%
6,213
-14,512
55
$602K 0.16%
+2,903
56
$494K 0.13%
4,784
+880
57
$481K 0.12%
3,281
58
$469K 0.12%
11,399
59
$459K 0.12%
5,323
-823
60
$377K 0.1%
7,390
-10,000
61
$374K 0.1%
19,489
62
$360K 0.09%
3,440
-167
63
$323K 0.08%
3,178
64
$308K 0.08%
1,233
-165
65
$292K 0.08%
9,343
66
$291K 0.08%
+2,443
67
$287K 0.07%
3,088
-15
68
$286K 0.07%
1,478
69
$278K 0.07%
6,141
-47,736
70
$275K 0.07%
1,414
71
$274K 0.07%
10,953
+47
72
$271K 0.07%
1,417
-100
73
$238K 0.06%
4,848
74
$236K 0.06%
2,490
75
$231K 0.06%
2,109
1 2
3
4