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
$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
151
$40.7K 0.01%
562
152
$38.6K 0.01%
389
153
$37.9K 0.01%
205
154
$37.2K 0.01%
686
+20
155
$36.7K 0.01%
332
+246
156
$36.7K 0.01%
241
157
$36.3K 0.01%
238
+49
158
$36.2K 0.01%
191
159
$35.6K 0.01%
1,592
160
$35.5K 0.01%
265
+15
161
$35.2K 0.01%
364
+47
162
$35.1K 0.01%
+225
163
$34.6K 0.01%
565
+19
164
$33.3K 0.01%
765
165
$32.7K 0.01%
9
166
$32.5K 0.01%
302
167
$32K 0.01%
167
+26
168
$31.9K 0.01%
183
169
$31.2K 0.01%
1,455
+164
170
$31K 0.01%
1,810
171
$29.2K 0.01%
107
172
$28K 0.01%
643
+46
173
$27.1K 0.01%
150
174
$25.1K 0.01%
1,889
175
$24.7K 0.01%
71
+20
5 6
7
8 9