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
176
$36K 0.01%
250
177
$35.9K 0.01%
1,055
178
$34.7K 0.01%
50
-2
179
$34.7K 0.01%
411
180
$34.3K 0.01%
183
-28
181
$34.2K 0.01%
317
182
$34K 0.01%
546
183
$31.8K 0.01%
235
-64
184
$31.5K 0.01%
190
185
$31.2K 0.01%
597
186
$30.5K 0.01%
354
-28
187
$30.2K 0.01%
48
188
$29.9K 0.01%
225
189
$29.2K ﹤0.01%
327
-24
190
$28K ﹤0.01%
1,122
191
$27.7K ﹤0.01%
120
-6
192
$27.7K ﹤0.01%
108
-8
193
$27.5K ﹤0.01%
407
-20
194
$27.4K ﹤0.01%
1,283
195
$27.2K ﹤0.01%
16
+11
196
$26.7K ﹤0.01%
1,099
197
$26.7K ﹤0.01%
42
-3
198
$26.5K ﹤0.01%
25
-16
199
$26.3K ﹤0.01%
119
-6
200
$26K ﹤0.01%
74
-16
6 7
8
9 10