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
$599M
AUM Growth
+$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.6M
3
+$3.25M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.73M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M

Top Sells

1
+$4.18M
2
+$4.15M
3
+$2.22M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.08M
5
VHT icon
Vanguard Health Care ETF
VHT
+$1.51M

Sector Composition

1 Technology 4.01%
2 Consumer Discretionary 0.65%
3 Financials 0.57%
4 Consumer Staples 0.44%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$132K 0.02%
450
102
$131K 0.02%
1,135
103
$128K 0.02%
976
104
$127K 0.02%
1,125
105
$127K 0.02%
1,007
-21
106
$127K 0.02%
424
107
$125K 0.02%
3,982
108
$119K 0.02%
1,570
-150
109
$115K 0.02%
5,400
110
$112K 0.02%
1,657
+1,529
111
$99.1K 0.02%
560
112
$98.5K 0.02%
497
113
$96.3K 0.02%
355
114
$92.1K 0.02%
10,000
115
$91.1K 0.02%
2,148
116
$90.9K 0.02%
187
+36
117
$89.8K 0.02%
1,418
118
$86.6K 0.01%
500
119
$83.2K 0.01%
496
-13
120
$81.2K 0.01%
421
121
$76.9K 0.01%
1,714
122
$75.9K 0.01%
305
123
$74.9K 0.01%
620
-159
124
$74.9K 0.01%
224
-14
125
$74K 0.01%
626
3 4
5
6 7