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
$595M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$3.7M
3
+$3.62M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.99M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.11M

Top Sells

1
+$5.94M
2
+$4.77M
3
+$4.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.65M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Sector Composition

1 Technology 3.16%
2 Communication Services 0.74%
3 Financials 0.57%
4 Consumer Discretionary 0.54%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$493K 0.08%
10,376
-1,023
52
$492K 0.08%
6,097
-245
53
$460K 0.08%
3,148
54
$460K 0.08%
2,987
55
$376K 0.06%
2,443
56
$373K 0.06%
1,375
+11
57
$366K 0.06%
1,268
-34
58
$341K 0.06%
9,258
+2,231
59
$336K 0.06%
3,038
-268
60
$328K 0.06%
1,978
+568
61
$298K 0.05%
2,209
62
$279K 0.05%
1,349
-162
63
$273K 0.05%
552
+56
64
$272K 0.05%
591
+157
65
$270K 0.05%
7,575
66
$269K 0.05%
2,099
67
$262K 0.04%
3,425
+5
68
$247K 0.04%
2,642
-271
69
$247K 0.04%
767
-23
70
$247K 0.04%
348
-12
71
$246K 0.04%
2,034
+20
72
$246K 0.04%
1,072
+5
73
$245K 0.04%
3,790
74
$237K 0.04%
778
+6
75
$230K 0.04%
2,000
1 2
3
4 5