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
$595M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$3.7M
3
+$3.62M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.99M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.11M

Top Sells

1
+$5.94M
2
+$4.77M
3
+$4.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.65M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.05M

Sector Composition

1 Technology 3.16%
2 Communication Services 0.74%
3 Financials 0.57%
4 Consumer Discretionary 0.54%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$128K 0.02%
1,125
102
$125K 0.02%
450
103
$122K 0.02%
815
-135
104
$118K 0.02%
5,400
105
$116K 0.02%
674
+164
106
$115K 0.02%
1,199
+3
107
$111K 0.02%
1,379
-129
108
$108K 0.02%
1,714
109
$105K 0.02%
10,000
110
$101K 0.02%
355
111
$99.8K 0.02%
497
112
$91.9K 0.02%
1,418
-1
113
$91.6K 0.02%
779
+24
114
$88.3K 0.01%
151
-26
115
$88.2K 0.01%
509
-60
116
$87.2K 0.01%
2,148
117
$85.9K 0.01%
203
118
$85.3K 0.01%
728
-196
119
$85.1K 0.01%
560
120
$84.7K 0.01%
1,048
121
$83.1K 0.01%
305
122
$81.2K 0.01%
1,601
+701
123
$79.8K 0.01%
421
-85
124
$77.6K 0.01%
337
+14
125
$77.5K 0.01%
1,259
3 4
5
6 7