PCWA

Pacific Capital Wealth Advisors Portfolio holdings

AUM $578M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.22M
3
+$3.06M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.71M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.26M

Top Sells

1
+$4.17M
2
+$3.78M
3
+$2.57M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.54M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.02M

Sector Composition

1 Technology 3.61%
2 Consumer Discretionary 0.43%
3 Financials 0.41%
4 Energy 0.37%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$506K 0.09%
2,443
52
$493K 0.09%
11,340
53
$485K 0.08%
587
-1
54
$476K 0.08%
5,418
55
$464K 0.08%
3,148
56
$453K 0.08%
10,376
57
$436K 0.08%
2,987
58
$422K 0.07%
5,165
-258
59
$368K 0.06%
1,220
60
$358K 0.06%
1,332
61
$343K 0.06%
3,680
+230
62
$337K 0.06%
3,038
63
$334K 0.06%
9,258
64
$297K 0.05%
2,209
65
$296K 0.05%
540
66
$290K 0.05%
6,933
67
$286K 0.05%
1,067
68
$286K 0.05%
1,349
69
$277K 0.05%
1,789
-125
70
$276K 0.05%
517
-65
71
$270K 0.05%
2,099
72
$267K 0.05%
2,014
73
$263K 0.05%
3,434
74
$251K 0.04%
1,008
75
$241K 0.04%
772
1 2
3
4 5