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
$425M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$717K
3
+$168K
4
PNTG icon
Pennant Group
PNTG
+$149K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$123K

Top Sells

1
+$1.8M
2
+$1.27M
3
+$871K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$817K

Sector Composition

1 Technology 2.35%
2 Consumer Discretionary 0.83%
3 Communication Services 0.76%
4 Financials 0.63%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$84.7K 0.02%
1,419
102
$78.8K 0.02%
187
103
$77.7K 0.02%
2,148
104
$76.8K 0.02%
200
+24
105
$75.7K 0.02%
1,790
+118
106
$74.6K 0.02%
1,259
107
$74.6K 0.02%
431
+10
108
$71.7K 0.02%
305
109
$70.7K 0.02%
539
+39
110
$70.4K 0.02%
694
+74
111
$70K 0.02%
626
112
$69.6K 0.02%
+596
113
$69.5K 0.02%
347
+54
114
$68.8K 0.02%
1,048
-19,341
115
$68.7K 0.02%
151
116
$67.9K 0.02%
648
-29
117
$67.4K 0.02%
1,290
+97
118
$67.1K 0.02%
424
+32
119
$66.4K 0.02%
235
+17
120
$64.6K 0.02%
314
121
$63.8K 0.02%
1,515
122
$63.5K 0.02%
390
-328
123
$62.7K 0.01%
874
+59
124
$62.7K 0.01%
143
+8
125
$59.8K 0.01%
854
3 4
5
6 7