PCWA

Pacific Capital Wealth Advisors Portfolio holdings

AUM $578M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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
126
$59.5K 0.01%
2,050
127
$56.4K 0.01%
97
128
$56K 0.01%
189
129
$53K 0.01%
299
+64
130
$52.4K 0.01%
265
+23
131
$51.4K 0.01%
104
+4
132
$51.3K 0.01%
810
133
$51.3K 0.01%
329
+70
134
$49.6K 0.01%
404
135
$49.2K 0.01%
536
136
$48.6K 0.01%
1,452
137
$48.5K 0.01%
428
+24
138
$48K 0.01%
+739
139
$47.4K 0.01%
161
-2
140
$45.9K 0.01%
262
+18
141
$45.4K 0.01%
900
142
$45.2K 0.01%
778
143
$45.1K 0.01%
773
144
$44.2K 0.01%
1,550
145
$44.1K 0.01%
272
+34
146
$43.7K 0.01%
2,610
147
$43K 0.01%
1,055
+541
148
$42.8K 0.01%
168
+20
149
$42.7K 0.01%
406
150
$42.4K 0.01%
199
4 5
6
7 8