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
$347M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.7M
3
+$5.62M
4
BND icon
Vanguard Total Bond Market
BND
+$4.49M
5
CSCO icon
Cisco
CSCO
+$2.87M

Top Sells

1
+$14.7M
2
+$6.12M
3
+$2.27M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$606K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$330K

Sector Composition

1 Technology 3.08%
2 Consumer Discretionary 0.53%
3 Energy 0.42%
4 Consumer Staples 0.38%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.09%
12,000
77
$287K 0.08%
12,400
78
$264K 0.08%
1,612
+195
79
$262K 0.08%
3,332
80
$260K 0.07%
400
81
$246K 0.07%
2,531
82
$244K 0.07%
3,646
83
$243K 0.07%
+1,680
84
$238K 0.07%
1,845
+12
85
$236K 0.07%
1,220
86
$220K 0.06%
+1,418
87
$220K 0.06%
+1,991
88
$216K 0.06%
+1,007
89
$204K 0.06%
+607
90
$203K 0.06%
+316
91
$203K 0.06%
4,212
-243
92
– –
-13,743
1 2 3
4