PCWA

Pacific Capital Wealth Advisors Portfolio holdings

AUM $578M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
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
State Street Consumer Staples Select Sector SPDR ETF
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
176
$25.4K 0.01%
+141
177
$25.2K 0.01%
+407
178
$25K 0.01%
+514
179
$24.7K 0.01%
+106
180
$24.5K 0.01%
+800
181
$24.2K 0.01%
+107
182
$24.1K 0.01%
+597
183
$24K 0.01%
+205
184
$23.8K 0.01%
+153
185
$23.3K 0.01%
+642
186
$23K 0.01%
+1,889
187
$22.6K 0.01%
+561
188
$22.1K 0.01%
+617
189
$22.1K 0.01%
+150
190
$20.8K 0.01%
+502
191
$20.8K 0.01%
+339
192
$20.4K 0.01%
+124
193
$20.2K 0.01%
+712
194
$20K 0.01%
+406
195
$19.8K 0.01%
+686
196
$19.8K 0.01%
+524
197
$19.4K ﹤0.01%
+356
198
$18.3K ﹤0.01%
+431
199
$17.9K ﹤0.01%
+30
200
$17.8K ﹤0.01%
+424
6 7
8
9 10