PCWA
Pacific Capital Wealth Advisors Portfolio holdings
AUM
$545M
1-Year Est. Return
13.44%
1 Year Est. Return
+13.44%
AUM
$545M
AUM Growth
-$33.4M
(-5.8%)
Holding
84
Top Buys
| 1 | +$4.78M | |
| 2 | +$3.05M | |
| 3 | +$2.69M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.06M |
| 5 |
GoDaddy
GDDY
|
+$1.05M |
Top Sells
| 1 | +$12.3M | |
| 2 | +$10.5M | |
| 3 | +$7.81M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.51M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$4.95M |
Sector Composition
| 1 | Technology | 4.13% |
| 2 | Consumer Discretionary | 0.45% |
| 3 | Communication Services | 0.43% |
| 4 | Financials | 0.38% |
| 5 | Consumer Staples | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total International Bond ETF
BNDX
$69.8B
| – | – |
-24,408
|
|
||
77
Berkshire Hathaway Class B
BRK.B
$1.06T
| – | – |
-517
|
|
||
78
Chevron
CVX
$311B
| – | – |
-12,627
|
|
||
79
SPDR Bloomberg Convertible Securities ETF
CWB
$4.76B
| – | – |
-3,434
|
|
||
80
Honeywell
HON
$131B
| – | – |
-1,349
|
|
||
81
Schwab US Aggregate Bond ETF
SCHZ
$9.05B
| – | – |
-24,996
|
|
||
82
Strive 500 ETF
STRV
$1.03B
| – | – |
-9,258
|
|
||
83
Vanguard Total International Stock ETF
VXUS
$108B
| – | – |
-3,790
|
|
||
84
WEC Energy
WEC
$37.8B
| – | – |
-2,111
|
|