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
$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
176
$24.4K 0.01%
486
+86
177
$23.3K 0.01%
555
+31
178
$23.2K 0.01%
617
179
$23K 0.01%
561
180
$22.9K 0.01%
800
181
$22.7K 0.01%
339
182
$22.4K 0.01%
446
-1,664
183
$22.2K 0.01%
44
+14
184
$21.9K 0.01%
407
185
$21.7K 0.01%
124
186
$21.5K 0.01%
502
187
$20.5K ﹤0.01%
431
188
$20.2K ﹤0.01%
174
+12
189
$20K ﹤0.01%
686
190
$20K ﹤0.01%
212
191
$19.9K ﹤0.01%
142
+17
192
$19.6K ﹤0.01%
712
193
$18.3K ﹤0.01%
1,675
-20
194
$18.2K ﹤0.01%
311
195
$18.1K ﹤0.01%
+58
196
$18K ﹤0.01%
200
197
$17.7K ﹤0.01%
51
+37
198
$17.2K ﹤0.01%
+294
199
$17K ﹤0.01%
181
+81
200
$16.7K ﹤0.01%
120
-7
6 7
8
9 10