Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors as of June 30, 2020

Portfolio Holdings for Pacific Capital Wealth Advisors

Pacific Capital Wealth Advisors holds 55 positions in its portfolio as reported in the June 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) 6.9 $10M 33k 308.35
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 6.8 $10M 173k 57.73
Ishares Tr Core Msci Eafe (IEFA) 6.7 $9.9M 173k 57.16
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.2 $9.1M 123k 74.10
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 5.8 $8.6M 85k 101.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.3 $6.4M 26k 247.61
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 3.9 $5.8M 216k 26.78
Ishares Core Msci Emkt (IEMG) 3.6 $5.3M 110k 47.60
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $5.1M 43k 118.22
Vanguard Index Fds Real Estate Etf (VNQ) 3.3 $4.9M 63k 78.53
Ishares Tr Russell 2000 Etf (IWM) 3.2 $4.7M 33k 143.19
Ishares Tr Eafe Sml Cp Etf (SCZ) 3.1 $4.5M 84k 53.62
Ishares Tr Calif Mun Bd Etf (CMF) 3.0 $4.5M 72k 62.16
Vanguard Whitehall Fds High Div Yld (VYM) 2.9 $4.2M 54k 78.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.7 $3.9M 132k 29.75
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 2.1 $3.1M 52k 59.28
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 2.0 $3.0M 214k 14.12
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.0 $3.0M 123k 24.35
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $2.8M 52k 54.13
Spdr Ser Tr Bloomberg Brclys (JNK) 1.8 $2.7M 27k 101.15
Wisdomtree Tr Yield Enhanced (SHAG) 1.8 $2.6M 51k 51.52
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.8 $2.6M 57k 45.12
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.7 $2.4M 52k 46.67
Cambria Etf Tr Tail Risk (TAIL) 1.6 $2.4M 109k 22.25
Wisdomtree Tr Yield Enhancd Us (AGGY) 1.6 $2.3M 44k 53.81
Ishares Tr Rus 1000 Grw Etf (IWF) 1.4 $2.1M 11k 191.97
Vaneck Vectors Etf Tr Amt Free Int Etf (ITM) 1.2 $1.7M 34k 50.95
Invesco Exchange-traded Fd T S&p Smallcap 600 (RWJ) 1.1 $1.6M 29k 54.77
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.0 $1.5M 50k 29.56
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 1.0 $1.5M 29k 50.98
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $1.3M 25k 51.61
Microsoft Corporation (MSFT) 0.8 $1.1M 5.5k 203.41
Chevron Corporation (CVX) 0.8 $1.1M 12k 89.26
Apple (AAPL) 0.7 $973k 2.7k 364.83
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $929k 8.5k 109.19
Ishares Tr Grwt Allocat Etf (AOR) 0.6 $910k 20k 46.39
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.6 $843k 17k 50.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $810k 16k 51.73
Visa Com Cl A (V) 0.4 $652k 3.4k 193.07
Costco Wholesale Corporation (COST) 0.4 $630k 2.1k 303.18
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $629k 9.1k 69.45
Dbx Etf Tr Xtrackers Low (HYDW) 0.4 $614k 13k 48.80
Proshares Tr Short S&p 500 Ne (SH) 0.4 $559k 25k 22.35
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.3 $514k 8.5k 60.51
American Water Works (AWK) 0.3 $475k 3.7k 128.59
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $414k 12k 34.63
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $413k 3.8k 107.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $334k 5.1k 65.27
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.2 $327k 5.8k 56.40
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $301k 7.7k 38.98
Honeywell International (HON) 0.2 $260k 1.8k 144.61
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $242k 2.9k 82.65
Wec Energy Group (WEC) 0.1 $219k 2.5k 87.53
Nike CL B (NKE) 0.1 $208k 2.1k 98.25
Chubb (CB) 0.1 $204k 1.6k 126.47