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
151
$48.5K 0.01%
536
152
$48.4K 0.01%
401
-26
153
$48.2K 0.01%
439
154
$48K 0.01%
191
155
$47.9K 0.01%
123
-10
156
$45.6K 0.01%
274
157
$45.5K 0.01%
137
-9
158
$45.3K 0.01%
900
-701
159
$45.3K 0.01%
280
160
$45.1K 0.01%
765
-17
161
$43.4K 0.01%
5,000
162
$41.9K 0.01%
542
-154
163
$41K 0.01%
246
164
$40.7K 0.01%
78
-8
165
$40.2K 0.01%
199
166
$40.1K 0.01%
524
+78
167
$38.3K 0.01%
1,810
168
$37.8K 0.01%
85
169
$37.7K 0.01%
1,592
170
$37.7K 0.01%
666
-45
171
$37.7K 0.01%
1,268
172
$37.1K 0.01%
373
-9
173
$36.5K 0.01%
739
174
$36.3K 0.01%
147
-12
175
$36K 0.01%
389
5 6
7
8 9