PCWA

Pacific Capital Wealth Advisors Portfolio holdings

AUM $584M
1-Year Est. Return 13.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$545M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.04M
3
+$2.44M
4
GDDY icon
GoDaddy
GDDY
+$1.06M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.03M

Top Sells

1
+$12.3M
2
+$10.5M
3
+$7.5M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.42M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.55M

Sector Composition

1 Technology 4.13%
2 Consumer Discretionary 0.45%
3 Communication Services 0.43%
4 Financials 0.38%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4