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
$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
176
$41.3K 0.01%
199
177
$40.8K 0.01%
1,592
178
$40.4K 0.01%
389
179
$39.2K 0.01%
546
-493
180
$38.1K 0.01%
739
-1
181
$37.8K 0.01%
1,268
182
$37.4K 0.01%
355
+45
183
$37.3K 0.01%
1,055
184
$37.2K 0.01%
48
+30
185
$36.8K 0.01%
711
+36
186
$36.7K 0.01%
41
-10
187
$36.5K 0.01%
317
-91
188
$35.2K 0.01%
446
+108
189
$35K 0.01%
1,810
190
$31.8K 0.01%
90
+39
191
$31.3K 0.01%
650
192
$30.6K 0.01%
225
193
$30.5K 0.01%
597
194
$30K 0.01%
250
195
$29.9K 0.01%
+190
196
$29.7K 0.01%
1,283
197
$29.4K ﹤0.01%
351
+24
198
$29.2K ﹤0.01%
153
199
$29.1K ﹤0.01%
116
+9
200
$28.4K ﹤0.01%
45
+3
6 7
8
9 10