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
201
$27.9K ﹤0.01%
427
+20
202
$27.8K ﹤0.01%
1,099
-810
203
$27.4K ﹤0.01%
53
-23
204
$27.2K ﹤0.01%
55
-11
205
$26.1K ﹤0.01%
103
206
$26K ﹤0.01%
+230
207
$26K ﹤0.01%
400
208
$25.8K ﹤0.01%
125
-212
209
$25.7K ﹤0.01%
561
210
$25.5K ﹤0.01%
+317
211
$25K ﹤0.01%
617
212
$24.8K ﹤0.01%
146
-6
213
$24.3K ﹤0.01%
+292
214
$24.1K ﹤0.01%
39
-64
215
$23.9K ﹤0.01%
+237
216
$23.8K ﹤0.01%
66
217
$23.7K ﹤0.01%
61
218
$23.6K ﹤0.01%
106
+5
219
$23.6K ﹤0.01%
446
220
$23.5K ﹤0.01%
524
-568
221
$23.4K ﹤0.01%
244
222
$23.4K ﹤0.01%
419
+5
223
$23.1K ﹤0.01%
307
-152
224
$22.8K ﹤0.01%
16
225
$22.8K ﹤0.01%
127
+8
7 8
9
10 11