Instuitional Investor - Pacific Capital Wealth Advisors, Inc

Fund Profile
Filing Period:
Fund Name: Pacific Capital Wealth Advisors, Inc
Portfolio Value $578,012,011
Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 276,325 $184,082,473 31.85%
2. BND 1,012,321 $75,286,335 13.03%
3. VLUE 482,295 $42,109,190 7.29%
4.
Invesco Qqq Tr
69,790 $41,899,608 7.25%
5.
Vanguard Whitehall Funds
192,945 $27,195,615 4.71%