PCWA
Pacific Capital Wealth Advisors Portfolio holdings
AUM
$545M
This Quarter Return
-5.98%
1 Year Return
+13.44%
3 Year Return
+40.16%
5 Year Return
+49.99%
10 Year Return
–
AUM
$367M
AUM Growth
+$367M
(+1.7%)
Cap. Flow
+$26.6M
Cap. Flow
% of AUM
7.24%
Top 10 Holdings %
Top 10 Hldgs %
63.19%
Holding
94
New
10
Increased
27
Reduced
31
Closed
13
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$17.6M |
| 2 |
Vanguard Total Bond Market
BND
|
$5.05M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.51M |
| 4 |
Match Group
MTCH
|
$3.22M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.28M |
Top Sells
Sector Composition
| 1 | Technology | 1.9% |
| 2 | Communication Services | 1.02% |
| 3 | Energy | 0.57% |
| 4 | Financials | 0.54% |
| 5 | Consumer Discretionary | 0.51% |
