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
$168M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.02M
3
+$695K
4
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$655K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$379K

Top Sells

1
+$523K
2
+$370K
3
+$247K
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$194K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$129K

Sector Composition

1 Technology 1.88%
2 Financials 0.89%
3 Consumer Staples 0.77%
4 Industrials 0.66%
5 Energy 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$118K 0.07%
+1,087
77
$115K 0.07%
+1,990
78
$111K 0.07%
+1,908
79
$109K 0.06%
+325
80
$106K 0.06%
+52,499
81
$104K 0.06%
+890
82
$100K 0.06%
+52,499
83
$94K 0.06%
+424
84
$93K 0.06%
+560
85
$92K 0.05%
+1,260
86
$91K 0.05%
+809
87
$87K 0.05%
+3,595
88
$87K 0.05%
+3,500
89
$81K 0.05%
+1,970
90
$79K 0.05%
+1,532
91
$76K 0.05%
+1,850
92
$65K 0.04%
+1,496
93
$63K 0.04%
+2,148
94
$63K 0.04%
+438
95
$61K 0.04%
+1,788
96
$59K 0.04%
+800
97
$58K 0.03%
+539
98
$54K 0.03%
+950
99
$54K 0.03%
+1,256
100
$53K 0.03%
+854
2 3
4
5 6