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
$168M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.02M
3
+$695K
4
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$655K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$379K

Top Sells

1
+$523K
2
+$370K
3
+$247K
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$194K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$129K

Sector Composition

1 Technology 1.88%
2 Financials 0.89%
3 Consumer Staples 0.77%
4 Industrials 0.66%
5 Energy 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
+50
202
$1K ﹤0.01%
+8
203
$1K ﹤0.01%
+20
204
$1K ﹤0.01%
+30
205
$1K ﹤0.01%
+12
206
$0 ﹤0.01%
+84
207
$0 ﹤0.01%
+20
208
$0 ﹤0.01%
+7
209
$0 ﹤0.01%
+8
210
$0 ﹤0.01%
+10
211
$0 ﹤0.01%
+4
5 6 7 8
9