PCWA
Pacific Capital Wealth Advisors Portfolio holdings
AUM
$545M
This Quarter Return
+9.64%
1 Year Return
+13.44%
3 Year Return
+40.16%
5 Year Return
+49.99%
10 Year Return
–
AUM
$176M
AUM Growth
+$176M
(+4.6%)
Cap. Flow
-$6.69M
Cap. Flow
% of AUM
-3.8%
Top 10 Holdings %
Top 10 Hldgs %
50.17%
Holding
220
New
3
Increased
24
Reduced
20
Closed
155
Top Buys
Top Sells
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$3.23M |
| 2 |
VanEck High Yield Muni ETF
HYD
|
$1.16M |
| 3 |
Cambria Tail Risk ETF
TAIL
|
$605K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$486K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$373K |
Sector Composition
| 1 | Technology | 1.63% |
| 2 | Energy | 0.59% |
| 3 | Financials | 0.56% |
| 4 | Consumer Staples | 0.56% |
| 5 | Utilities | 0.44% |
