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
$548M
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$26.8M
3
+$14.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.69M

Top Sells

1
+$3.01M
2
+$1.56M
3
+$1.36M
4
ABNB icon
Airbnb
ABNB
+$879K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$471K

Sector Composition

1 Technology 2.53%
2 Communication Services 0.7%
3 Financials 0.6%
4 Consumer Discretionary 0.57%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$72.6K 0.01%
1,259
127
$72.1K 0.01%
725
-538
128
$71.7K 0.01%
129
+85
129
$71.4K 0.01%
1,048
130
$70K 0.01%
596
131
$68.2K 0.01%
305
132
$67.5K 0.01%
314
133
$66.1K 0.01%
1,039
+474
134
$65.4K 0.01%
500
-39
135
$64.8K 0.01%
620
-28
136
$63.3K 0.01%
218
-17
137
$63.2K 0.01%
815
-59
138
$62.6K 0.01%
390
139
$61.5K 0.01%
626
140
$59.4K 0.01%
337
+323
141
$57.7K 0.01%
2,050
142
$57.7K 0.01%
135
-8
143
$57K 0.01%
103
+6
144
$56.1K 0.01%
280
+75
145
$55.2K 0.01%
569
+369
146
$54.4K 0.01%
+10,750
147
$54.4K 0.01%
+350
148
$54K 0.01%
854
149
$52.1K 0.01%
1,452
150
$49.1K 0.01%
778
4 5
6
7 8