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
201
$17.5K ﹤0.01%
+311
202
$17K ﹤0.01%
+114
203
$16.5K ﹤0.01%
+288
204
$16.4K ﹤0.01%
+127
205
$16.3K ﹤0.01%
+218
206
$16.2K ﹤0.01%
+162
207
$16.2K ﹤0.01%
+390
208
$15.9K ﹤0.01%
+200
209
$15.9K ﹤0.01%
+51
210
$13.9K ﹤0.01%
+60
211
$13.9K ﹤0.01%
+250
212
$12.9K ﹤0.01%
+105
213
$12.8K ﹤0.01%
+125
214
$12.4K ﹤0.01%
+248
215
$12.1K ﹤0.01%
+210
216
$11.2K ﹤0.01%
+271
217
$10.9K ﹤0.01%
+79
218
$10.3K ﹤0.01%
+55
219
$9.86K ﹤0.01%
+346
220
$9.84K ﹤0.01%
+232
221
$9.68K ﹤0.01%
+187
222
$9.58K ﹤0.01%
+39
223
$9.32K ﹤0.01%
+100
224
$9.31K ﹤0.01%
+86
225
$9K ﹤0.01%
+785
7 8
9
10 11