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
201
$16.5K ﹤0.01%
114
202
$16.4K ﹤0.01%
353
-267
203
$16.3K ﹤0.01%
106
+1
204
$15.6K ﹤0.01%
288
205
$15.2K ﹤0.01%
62
+23
206
$15.2K ﹤0.01%
250
207
$15K ﹤0.01%
60
208
$14.4K ﹤0.01%
+74
209
$13.4K ﹤0.01%
+83
210
$13.1K ﹤0.01%
+53
211
$12.9K ﹤0.01%
+49
212
$12.8K ﹤0.01%
98
+44
213
$12.7K ﹤0.01%
+97
214
$12.4K ﹤0.01%
210
215
$12.4K ﹤0.01%
248
216
$12.2K ﹤0.01%
292
-673
217
$12K ﹤0.01%
208
+108
218
$12K ﹤0.01%
250
-510
219
$12K ﹤0.01%
+94
220
$11.7K ﹤0.01%
271
221
$11.6K ﹤0.01%
79
222
$11K ﹤0.01%
346
223
$10.8K ﹤0.01%
337
+98
224
$10.7K ﹤0.01%
23
+11
225
$10.5K ﹤0.01%
32
7 8
9
10 11