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
$199M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$2.27M
3
+$1.36M
4
BND icon
Vanguard Total Bond Market
BND
+$1.36M
5
MSTB icon
LHA Market State Tactical Beta ETF
MSTB
+$1.32M

Top Sells

1
+$2.93M
2
+$1.59M
3
+$883K
4
TAIL icon
Cambria Tail Risk ETF
TAIL
+$577K
5
AAPL icon
Apple
AAPL
+$231K

Sector Composition

1 Technology 1.76%
2 Energy 0.66%
3 Consumer Staples 0.5%
4 Financials 0.49%
5 Utilities 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.1%
1,143
77
$200K 0.1%
+3,821
78
– –
-2,909
1 2 3
4