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
101
$93.2K 0.02%
+3,684
102
$91.6K 0.02%
+1,850
103
$90.3K 0.02%
+905
104
$86K 0.02%
+5,000
105
$78.5K 0.02%
+1,419
106
$77.5K 0.02%
+1,259
107
$77.4K 0.02%
+2,148
108
$71.4K 0.02%
+677
109
$70.9K 0.02%
+1,672
110
$69.7K 0.02%
+763
111
$68.4K 0.02%
+151
112
$66.8K 0.02%
+187
113
$66.6K 0.02%
+437
114
$64.5K 0.02%
1,515
-17,967
115
$63.1K 0.02%
+626
116
$61.4K 0.02%
+392
117
$61.1K 0.02%
+1,193
118
$61K 0.02%
+176
119
$60K 0.02%
+314
120
$59.8K 0.02%
+305
121
$58.9K 0.01%
+421
122
$58.2K 0.01%
+620
123
$57.1K 0.01%
+815
124
$56.6K 0.01%
+218
125
$56.2K 0.01%
+500
3 4
5
6 7