Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 65 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.3 $13M 34k 373.88
Ishares Tr Core Msci Eafe (IEFA) 7.0 $12M 179k 69.09
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.5 $12M 127k 90.95
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 5.6 $9.9M 169k 58.55
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 4.5 $8.0M 78k 102.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $8.0M 25k 313.74
Ishares Core Msci Emkt (IEMG) 3.8 $6.7M 108k 62.04
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.6 $6.4M 93k 68.35
Ishares Tr Russell 2000 Etf (IWM) 3.6 $6.4M 33k 196.05
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 3.6 $6.3M 219k 28.84
Vanguard Index Fds Real Estate Etf (VNQ) 3.0 $5.3M 63k 84.92
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.9 $5.1M 141k 36.01
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $4.7M 40k 118.20
Ishares Tr Calif Mun Bd Etf (CMF) 2.6 $4.6M 73k 62.83
Vanguard Whitehall Fds High Div Yld (VYM) 2.6 $4.6M 50k 91.52
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.3 $4.1M 134k 30.65
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 1.9 $3.4M 220k 15.26
Wisdomtree Tr Yield Enhanced (SHAG) 1.7 $3.1M 59k 51.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.7 $2.9M 53k 55.19
Spdr Ser Tr Bloomberg Brclys (JNK) 1.6 $2.9M 27k 108.94
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.6 $2.9M 53k 53.69
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.6 $2.8M 58k 47.59
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.5 $2.7M 50k 54.30
Ishares Tr Rus 1000 Grw Etf (IWF) 1.5 $2.6M 11k 241.18
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 1.2 $2.1M 33k 61.55
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 1.2 $2.0M 37k 54.19
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 1.1 $2.0M 24k 81.10
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 1.0 $1.8M 31k 58.99
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $1.8M 47k 37.66
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.0 $1.7M 17k 100.15
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 0.9 $1.7M 32k 52.04
Apple (AAPL) 0.9 $1.6M 12k 132.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $1.6M 25k 64.14
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.9 $1.6M 31k 51.03
Cambria Etf Tr Tail Risk (TAIL) 0.7 $1.3M 63k 20.58
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $1.3M 25k 51.37
Microsoft Corporation (MSFT) 0.7 $1.2M 5.6k 222.48
Ishares Tr Grwt Allocat Etf (AOR) 0.6 $1.1M 21k 52.19
Chevron Corporation (CVX) 0.6 $1.0M 12k 84.41
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $981k 8.5k 115.93
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $925k 16k 59.54
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $778k 9.0k 86.21
Costco Wholesale Corporation (COST) 0.4 $764k 2.0k 376.91
Visa Com Cl A (V) 0.4 $739k 3.4k 218.83
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.4 $703k 8.5k 82.76
Dbx Etf Tr Xtrackers Low (HYDW) 0.4 $682k 13k 50.88
Wisdomtree Tr 90/60 Balnced Fd (NTSX) 0.4 $666k 18k 36.60
Kraneshares Tr Quadrtc Int Rt (IVOL) 0.3 $589k 21k 27.95
American Water Works (AWK) 0.3 $550k 3.6k 153.50
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $523k 12k 44.47
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $462k 12k 38.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $455k 5.1k 88.92
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $414k 3.8k 108.09
Honeywell International (HON) 0.2 $361k 1.7k 212.48
Wisdomtree Tr Floatng Rat Trea 0.2 $301k 12k 25.08
Flexshares Tr Discp Dur Mbs (MBSD) 0.2 $298k 12k 24.03
Nike CL B (NKE) 0.2 $289k 2.0k 141.32
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $261k 5.0k 51.75
Chubb (CB) 0.1 $248k 1.6k 153.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $244k 2.9k 83.33
Ishares Tr Msci Eafe Etf (EFA) 0.1 $230k 3.1k 73.06
Wec Energy Group (WEC) 0.1 $230k 2.5k 91.93
Proshares Tr Short S&p 500 Ne (SH) 0.1 $224k 13k 17.95
Wal-Mart Stores (WMT) 0.1 $220k 1.5k 143.98
Walt Disney Company (DIS) 0.1 $207k 1.1k 181.10