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
$394M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.42M
3
+$698K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$519K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$444K

Top Sells

1
+$3.04M
2
+$2.64M
3
+$1.62M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.04M

Sector Composition

1 Technology 2.63%
2 Consumer Discretionary 0.83%
3 Communication Services 0.77%
4 Financials 0.6%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.07%
1,349
52
$276K 0.07%
1,220
53
$257K 0.07%
11,012
-7,802
54
$255K 0.06%
4,848
55
$247K 0.06%
424
56
$246K 0.06%
3,411
+9
57
$235K 0.06%
+1,253
58
$229K 0.06%
772
59
$220K 0.06%
3,790
60
$216K 0.05%
5,872
61
$215K 0.05%
+7,027
62
$198K 0.05%
+687
63
$196K 0.05%
+1,804
64
$192K 0.05%
+449
65
$180K 0.05%
+288
66
$178K 0.05%
+2,111
67
$172K 0.04%
6,115
-6,234
68
$170K 0.04%
+2,019
69
$166K 0.04%
+8,052
70
$163K 0.04%
+4,854
71
$160K 0.04%
+3,500
72
$159K 0.04%
+2,108
73
$158K 0.04%
+1,007
74
$154K 0.04%
+996
75
$149K 0.04%
+341
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3
4 5