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
126
$71.9K 0.01%
135
127
$70K 0.01%
696
128
$67.8K 0.01%
280
-34
129
$67.1K 0.01%
815
130
$67.1K 0.01%
786
131
$66K 0.01%
390
132
$62.8K 0.01%
584
-144
133
$62.6K 0.01%
280
134
$62.1K 0.01%
1,122
-137
135
$60.5K 0.01%
2,050
136
$59.4K 0.01%
+1,148
137
$57.8K 0.01%
400
-15
138
$57.4K 0.01%
218
-10
139
$56.6K 0.01%
404
140
$54.6K 0.01%
359
-7
141
$54.5K 0.01%
854
142
$53.6K 0.01%
10,750
143
$53.1K 0.01%
778
-70
144
$53K 0.01%
152
145
$52.7K 0.01%
2,610
146
$52.4K 0.01%
350
147
$52.1K 0.01%
103
-14
148
$51.4K 0.01%
242
-95
149
$50.1K 0.01%
404
150
$48.9K 0.01%
144
4 5
6
7 8