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
151
$53.8K 0.01%
133
-178
152
$51.6K 0.01%
2,610
153
$51.6K 0.01%
274
+1
154
$50.7K 0.01%
536
155
$50.1K 0.01%
782
+17
156
$49.7K 0.01%
439
157
$49.2K 0.01%
152
158
$48.4K 0.01%
146
+9
159
$48.4K 0.01%
10,750
160
$46.9K 0.01%
280
161
$46.6K 0.01%
299
162
$45.8K 0.01%
96
+6
163
$45.5K 0.01%
382
+128
164
$45.4K 0.01%
230
-17
165
$44.2K 0.01%
404
166
$44K 0.01%
85
-44
167
$43.6K 0.01%
211
+28
168
$43.4K 0.01%
382
+9
169
$43.3K 0.01%
52
+29
170
$43.3K 0.01%
411
171
$43.1K 0.01%
159
+11
172
$42.2K 0.01%
86
+44
173
$42.1K 0.01%
191
174
$41.9K 0.01%
246
-1
175
$41.7K 0.01%
144
5 6
7
8 9