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
126
$76.3K 0.01%
314
127
$75.1K 0.01%
596
128
$73.5K 0.01%
815
129
$73.2K 0.01%
746
+707
130
$72.8K 0.01%
280
131
$70.5K 0.01%
696
-29
132
$70.1K 0.01%
500
133
$70.1K 0.01%
427
-60
134
$69.2K 0.01%
626
135
$68.9K 0.01%
228
+10
136
$68.4K 0.01%
117
-68
137
$68.3K 0.01%
848
+70
138
$68.1K 0.01%
390
139
$67.6K 0.01%
5,000
140
$67.3K 0.01%
415
-399
141
$65.1K 0.01%
238
+96
142
$63.4K 0.01%
135
143
$63.1K 0.01%
854
144
$63.1K 0.01%
350
145
$62.2K 0.01%
366
+122
146
$62.2K 0.01%
2,050
147
$61.3K 0.01%
786
148
$59.6K 0.01%
562
149
$54.8K 0.01%
696
-14,015
150
$54.2K 0.01%
404
4 5
6
7 8