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
$595M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$3.7M
3
+$3.62M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.99M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.11M

Top Sells

1
+$5.94M
2
+$4.77M
3
+$4.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.65M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Sector Composition

1 Technology 3.16%
2 Communication Services 0.74%
3 Financials 0.57%
4 Consumer Discretionary 0.54%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.04%
1,014
+6
77
$204K 0.03%
3,547
+47
78
$203K 0.03%
2,111
79
$202K 0.03%
8,439
+3
80
$201K 0.03%
380
+39
81
$195K 0.03%
508
82
$183K 0.03%
2,085
83
$179K 0.03%
311
84
$171K 0.03%
300
85
$165K 0.03%
266
+4
86
$164K 0.03%
777
-169
87
$162K 0.03%
852
88
$161K 0.03%
815
89
$158K 0.03%
3,985
-53
90
$158K 0.03%
2,798
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91
$154K 0.03%
424
92
$152K 0.03%
1,720
+6
93
$151K 0.03%
2,672
94
$150K 0.03%
896
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95
$140K 0.02%
1,028
+21
96
$139K 0.02%
3,982
97
$139K 0.02%
976
98
$137K 0.02%
1,719
99
$136K 0.02%
1,627
-516
100
$133K 0.02%
1,135
-36
2 3
4
5 6