PACIFIC CAPITAL WEALTH ADVISORS, INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PC PACIFIC CAPITAL WEALTH ADVISORS, INC | Institutional Filer | ▲ 2.03% | $595.4M | 87 |
Current Portfolio Holdings
Showing all 87 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 280K | $182.2M | 30.60% |
| 2 | BND | VANGUARD BD INDEX FDS | — | 1.1M | $81.2M | 13.64% |
| 3 | QQQ | Invesco QQQ Trust | — | 96K | $55.2M | 9.28% |
| 4 | IEFA | ISHARES TR | — | 499K | $45.2M | 7.59% |
| 5 | VYM | VANGUARD WHITEHALL FDS | — | 190K | $28.1M | 4.72% |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | — | 336K | $27.8M | 4.67% |
| 7 | BIL | SPDR SERIES TRUST | — | 161K | $14.8M | 2.48% |
| 8 | SCHD | SCHWAB STRATEGIC TR | — | 478K | $14.7M | 2.46% |
| 9 | BIV | VANGUARD BD INDEX FDS | — | 189K | $14.6M | 2.44% |
| 10 | VTI | VANGUARD INDEX FDS | — | 45K | $14.3M | 2.40% |
| 11 | SGOV | ISHARES TR | — | 115K | $11.5M | 1.94% |
| 12 | SPSB | SPDR SERIES TRUST | — | 262K | $7.9M | 1.32% |
| 13 | IAU | ISHARES GOLD TR | — | 89K | $7.8M | 1.32% |
| 14 | IWB | iShares Russell 1000 ETF | — | 19K | $6.9M | 1.15% |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | — | 62K | $4.9M | 0.83% |
Showing 1 to 15 of 87 holdings