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
$394M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.83M
3
+$1.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.01M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$987K

Top Sells

1
+$2.79M
2
+$2.01M
3
+$1.8M
4
IAU icon
iShares Gold Trust
IAU
+$1.65M
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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