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
$425M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$717K
3
+$168K
4
PNTG icon
Pennant Group
PNTG
+$149K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$123K

Top Sells

1
+$1.8M
2
+$1.27M
3
+$871K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$817K

Sector Composition

1 Technology 2.35%
2 Consumer Discretionary 0.83%
3 Communication Services 0.76%
4 Financials 0.63%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$331K 0.08%
5,495
+647
52
$325K 0.08%
1,255
+35
53
$293K 0.07%
1,285
+32
54
$283K 0.07%
3,158
-1,677
55
$279K 0.07%
1,361
+12
56
$253K 0.06%
11,012
57
$249K 0.06%
3,415
+4
58
$237K 0.06%
7,027
59
$229K 0.05%
3,790
60
$218K 0.05%
772
61
$216K 0.05%
449
62
$203K 0.05%
3,500
63
$201K 0.05%
2,056
+37
64
$197K 0.05%
694
+7
65
$197K 0.05%
1,010
+14
66
$189K 0.04%
290
+2
67
$183K 0.04%
2,030
+180
68
$181K 0.04%
8,052
69
$173K 0.04%
2,111
70
$170K 0.04%
1,804
71
$168K 0.04%
2,108
72
$168K 0.04%
878
+12
73
$164K 0.04%
341
74
$164K 0.04%
311
75
$150K 0.04%
1,007
1 2
3
4 5