PCWA

Pacific Capital Wealth Advisors Portfolio holdings

AUM $578M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$3.22M
3
+$3.06M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.71M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.26M

Top Sells

1
+$4.17M
2
+$3.78M
3
+$2.57M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.54M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.02M

Sector Composition

1 Technology 3.61%
2 Consumer Discretionary 0.43%
3 Financials 0.41%
4 Energy 0.37%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$235K 0.04%
3,790
77
$233K 0.04%
2,000
78
$231K 0.04%
20,560
79
$230K 0.04%
2,111
80
$207K 0.04%
666
-25
81
$95.8K 0.02%
10,000
82
$48.8K 0.01%
10,750
83
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