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
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$1.42M
3
+$698K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$519K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$444K

Top Sells

1
+$3.04M
2
+$2.64M
3
+$1.62M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.04M

Sector Composition

1 Technology 2.63%
2 Consumer Discretionary 0.83%
3 Communication Services 0.77%
4 Financials 0.6%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$149K 0.04%
+311
77
$146K 0.04%
+560
78
$142K 0.04%
+866
79
$140K 0.04%
+3,982
80
$135K 0.03%
+1,374
81
$135K 0.03%
+1,714
82
$129K 0.03%
+424
83
$127K 0.03%
+746
84
$125K 0.03%
+755
85
$125K 0.03%
+914
86
$124K 0.03%
+1,125
87
$119K 0.03%
+976
88
$117K 0.03%
+1,515
89
$113K 0.03%
+861
90
$112K 0.03%
+2,266
91
$110K 0.03%
+355
92
$107K 0.03%
+718
93
$107K 0.03%
+1,370
94
$105K 0.03%
+7,575
95
$105K 0.03%
+450
96
$104K 0.03%
+1,150
97
$101K 0.03%
+2,110
98
$98.1K 0.02%
10,000
99
$97.1K 0.02%
+4,428
100
$95.1K 0.02%
+681
2 3
4
5 6