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
$367M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$5.05M
3
+$3.51M
4
MTCH icon
Match Group
MTCH
+$3.22M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.28M

Top Sells

1
+$4.23M
2
+$2.16M
3
+$1.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.27M

Sector Composition

1 Technology 1.9%
2 Communication Services 1.02%
3 Energy 0.57%
4 Financials 0.54%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.06%
3,376
-5,141
77
$212K 0.06%
+2,201
78
$210K 0.06%
+4,848
79
$209K 0.06%
+1,545
80
$204K 0.06%
4,985
81
$142K 0.04%
3,646
82
– –
-3,332
83
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-10,499
84
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85
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86
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-13,883
87
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88
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89
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90
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-17,202
91
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-175,238
92
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-1,853
93
– –
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94
– –
-6,000
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4