PCWA
Pacific Capital Wealth Advisors Portfolio holdings
AUM
$545M
This Quarter Return
+4.94%
1 Year Return
+13.44%
3 Year Return
+40.16%
5 Year Return
+49.99%
10 Year Return
–
AUM
$347M
AUM Growth
+$347M
(+10%)
Cap. Flow
+$19.9M
Cap. Flow
% of AUM
5.73%
Top 10 Holdings %
Top 10 Hldgs %
53.31%
Holding
92
New
11
Increased
38
Reduced
23
Closed
1
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.33M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$5.7M |
| 3 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$5.62M |
| 4 |
Vanguard Total Bond Market
BND
|
$4.49M |
| 5 |
Cisco
CSCO
|
$2.87M |
Top Sells
Sector Composition
| 1 | Technology | 3.08% |
| 2 | Consumer Discretionary | 0.53% |
| 3 | Energy | 0.42% |
| 4 | Consumer Staples | 0.38% |
| 5 | Financials | 0.37% |
