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
126
$55.6K 0.01%
+854
127
$54.7K 0.01%
+2,050
128
$54.6K 0.01%
+189
129
$52.6K 0.01%
+100
130
$51.5K 0.01%
+97
131
$51.3K 0.01%
+135
132
$50.1K 0.01%
810
-42,627
133
$49.8K 0.01%
+293
134
$49.6K 0.01%
+536
135
$48.4K 0.01%
+406
136
$48.1K 0.01%
+404
137
$48.1K 0.01%
+242
138
$47.1K 0.01%
+2,610
139
$45.2K 0.01%
+900
140
$44.7K 0.01%
+778
141
$44.2K 0.01%
+773
142
$43.6K 0.01%
+562
143
$43K 0.01%
+1,452
144
$42.9K 0.01%
+1,550
145
$41.4K 0.01%
+244
146
$39.8K 0.01%
+1,695
147
$39.7K 0.01%
+965
148
$39.3K 0.01%
+404
149
$39K 0.01%
+163
150
$38.1K 0.01%
+765