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
$599M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.6M
3
+$3.25M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M

Top Sells

1
+$4.18M
2
+$4.15M
3
+$2.22M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.08M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.51M

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 0.65%
3 Financials 0.57%
4 Consumer Staples 0.44%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$454K 0.08%
588
-17
52
$450K 0.08%
2,443
53
$445K 0.07%
10,376
54
$411K 0.07%
2,987
55
$410K 0.07%
5,423
+3,796
56
$395K 0.07%
1,332
-43
57
$392K 0.07%
3,148
58
$362K 0.06%
1,914
-64
59
$350K 0.06%
9,258
60
$337K 0.06%
1,220
-48
61
$324K 0.05%
3,038
62
$308K 0.05%
345
-3
63
$305K 0.05%
1,349
64
$290K 0.05%
2,209
65
$284K 0.05%
540
-12
66
$282K 0.05%
+6,933
67
$270K 0.05%
20,560
68
$267K 0.04%
3,434
+9
69
$264K 0.04%
582
-9
70
$263K 0.04%
1,067
-5
71
$262K 0.04%
2,099
72
$233K 0.04%
2,014
-20
73
$229K 0.04%
2,000
74
$224K 0.04%
772
-6
75
$223K 0.04%
3,790
1 2
3
4 5