PCWA

Pacific Capital Wealth Advisors Portfolio holdings

AUM $595M
1-Year Est. Return 12.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$5.52M
3
+$1.69M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$995K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$945K

Top Sells

1
+$2.69M
2
+$2.03M
3
+$1.8M
4
IAU icon
iShares Gold Trust
IAU
+$1.7M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.64M

Sector Composition

1 Technology 2.33%
2 Communication Services 0.73%
3 Consumer Discretionary 0.66%
4 Energy 0.49%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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88
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1 2 3
4