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
151
$37.6K 0.01%
+259
152
$36.4K 0.01%
+563
153
$36.1K 0.01%
760
-63,978
154
$35.6K 0.01%
+199
155
$35.3K 0.01%
+1,222
156
$34.9K 0.01%
+238
157
$34.8K 0.01%
+389
158
$34.3K 0.01%
+1,810
159
$34.2K 0.01%
+191
160
$34.2K 0.01%
+666
161
$34K 0.01%
+241
162
$33.5K 0.01%
+235
163
$32.9K 0.01%
+148
164
$32.5K 0.01%
+302
165
$32.2K 0.01%
+546
166
$31.9K 0.01%
+9
167
$31.9K 0.01%
+250
168
$31.2K 0.01%
+183
169
$30.8K 0.01%
+317
170
$30.7K 0.01%
+1,592
171
$29.3K 0.01%
+494
172
$29.2K 0.01%
+620
173
$28.9K 0.01%
+880
174
$27.8K 0.01%
+1,291
175
$27.2K 0.01%
+189
5 6
7
8 9