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
$599M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.6M
3
+$3.25M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M

Top Sells

1
+$4.18M
2
+$4.15M
3
+$2.22M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.08M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.51M

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 0.65%
3 Financials 0.57%
4 Consumer Staples 0.44%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.04%
1,008
-6
77
$211K 0.04%
3,500
-47
78
$209K 0.03%
508
79
$201K 0.03%
7,575
80
$200K 0.03%
8,439
81
$199K 0.03%
2,111
82
$183K 0.03%
311
83
$180K 0.03%
691
-76
84
$179K 0.03%
2,085
85
$178K 0.03%
2,003
-639
86
$171K 0.03%
+5,154
87
$171K 0.03%
713
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88
$171K 0.03%
300
89
$166K 0.03%
872
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90
$161K 0.03%
2,672
91
$160K 0.03%
815
92
$158K 0.03%
853
+1
93
$158K 0.03%
2,245
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94
$156K 0.03%
249
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95
$156K 0.03%
3,542
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96
$152K 0.03%
654
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97
$146K 0.02%
1,370
-9
98
$145K 0.02%
811
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99
$134K 0.02%
1,719
100
$133K 0.02%
1,190
-9
2 3
4
5 6