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
201
$24.7K ﹤0.01%
167
202
$24.6K ﹤0.01%
650
203
$24.4K ﹤0.01%
119
-8
204
$24.4K ﹤0.01%
221
205
$24.1K ﹤0.01%
343
206
$23.7K ﹤0.01%
419
207
$23.6K ﹤0.01%
124
208
$23.5K ﹤0.01%
561
209
$23.2K ﹤0.01%
617
210
$22.8K ﹤0.01%
40
211
$22.7K ﹤0.01%
400
212
$22.5K ﹤0.01%
61
213
$22.4K ﹤0.01%
146
214
$22K ﹤0.01%
67
215
$21.8K ﹤0.01%
69
216
$21.4K ﹤0.01%
216
-139
217
$21.4K ﹤0.01%
153
218
$21.3K ﹤0.01%
446
219
$21.3K ﹤0.01%
125
220
$21K ﹤0.01%
524
221
$20.3K ﹤0.01%
16
222
$19.3K ﹤0.01%
107
+1
223
$19K ﹤0.01%
112
224
$18.7K ﹤0.01%
36
-3
225
$18.7K ﹤0.01%
1,889
7 8
9
10 11