Pacific Capital Wealth Advisors

Latest statistics and disclosures from Pacific Capital Wealth Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Pacific Capital Wealth Advisors

Companies in the Pacific Capital Wealth Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Charlotte Fds intl bd idx etf 7.32 172190 +8% 56.26
SPDR S&P; 500 ETF (SPY) 6.28 32224 +3468% 257.76
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 6.07 81140 -5% 98.98
Ishares Core Msci Eafe Etf core msci eafe 5.86 155300 +16% 49.89
Schwab Strategic Tr us lrg cap etf 5.69 122942 +2% 61.25
Invesco Emerging Markets S etf 3.80 210085 +5% 23.91
Invesco Qqq Trust Series 1 3.69 25608 -2% 190.41
iShares Lehman Aggregate Bond (AGG) 3.63 41661 -51% 115.36
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) 3.55 77504 -22% 60.53
Jp Morgan Exchange Traded Fd ultra shrt etf 3.24 84987 NEW 50.43
Vanguard REIT ETF (VNQ) 3.12 59050 69.86
Ishares Inc core msci emkt 2.93 95765 +5% 40.47
Schwab International Equity ETF (SCHF) 2.89 147989 -20% 25.84
ISHARES TR MSCI Small Cap msci small cap 2.88 84926 +56% 44.83
Vanguard High Dividend Yield ETF (VYM) 2.85 53228 +5% 70.75
iShares Russell 2000 Index (IWM) 2.64 30513 +48% 114.48
Vanguard Mun Bd Fd Inc tax-exempt bd 2.32 58000 -11% 52.90
Cambria Etf Tr tail risk 2.30 127528 +45% 23.86
Spdr Bloomberg Barclays High Yield Bond Etf etf 2.28 31812 94.74
Pgx etf 2.16 217378 13.16
Schwab Emerging Markets Equity ETF (SCHE) 2.00 128051 20.69
Wisdomtree Tr barclays yield 1.91 50494 -2% 50.10
Market Vectors Etf High Yield Muni Index etf 1.90 48088 52.26
First Tr Exchange Traded Fd senior ln fd 1.80 57056 -5% 41.78
Wisdomtree Tr brclys us aggr 1.54 39313 -9% 51.66
Vanguard Intl Equity Index F glb ex us etf 1.43 44096 -11% 42.91
Itm - Vaneck Vectors Amt Free Int Muni 1.39 37466 -27% 49.11
iShares Russell 1000 Growth Index (IWF) 1.31 11512 -6% 150.63
Invesco S&p Smallcap 600 Revenue Etf etf 1.05 33237 41.94
Schwab Strategic Tr sht tm us tres 0.97 24742 51.73
Schwab Intl Small Cap Equity ETF (SCHC) 0.73 39775 -66% 24.41
Chevron Corporation (CVX) 0.68 12391 72.47
Microsoft Corporation (MSFT) 0.67 5606 -2% 157.69
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.60 8173 96.66
Schwab Strategic Tr cmn 0.56 16770 -6% 44.25
Apple (AAPL) 0.51 2680 254.10
Proshares Tr short s&p 500 ne 0.49 23375 -16% 27.68
iShares S&P; Growth Allocation Fund (AOR) 0.48 15477 +30% 41.35
Costco Wholesale Corporation (COST) 0.45 2093 -5% 285.24
Spdr Series Trust cmn 0.44 10608 54.68
Visa (V) 0.41 3394 -2% 161.17
iShares S&P; 1500 Index Fund (ISI) 0.41 9413 57.26
Schwab Strategic Tr us dividend eq 0.40 11763 +14% 44.97
American Water Works (AWK) 0.34 3763 119.59
SPDR Dow Jones Global Real Estate (RWO) 0.34 12439 +108% 36.02
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.32 3932 -74% 106.31
SPDR Barclays Capital Convertible SecETF (CWB) 0.31 8494 47.92
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.29 11933 31.84
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.26 2120 -84% 165.09
Honeywell International (HON) 0.18 1824 -4% 133.77
Vanguard Short Term Corporate Bond ETF (VCSH) 0.18 2928 79.23
Wec Energy Group Inc Com stock 0.17 2521 -7% 88.06

Past Filings by Pacific Capital Wealth Advisors

View past SEC 13F filings by Pacific Capital Wealth Advisors

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