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Home > Institutional Investor > Pacific Capital Wealth Advisors, Inc > Profile

Instuitional Investor - Pacific Capital Wealth Advisors, Inc

Fund Profile
Filing Period:
Fund Name: Pacific Capital Wealth Advisors, Inc
Portfolio Value $545,041,670
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 290,035 $180,018,959 33.03%
2.
Vanguard Bond Index Funds
 BND 867,313 $63,175,112 11.59%
3.
Ishares Tr - CORE MSCI EAFE
 479,014 $39,583,305 7.26%
4.
Invesco Qqq Tr
 65,831 $36,340,732 6.67%
5.
Vanguard Whitehall Funds
 191,275 $25,770,422 4.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)