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

Instuitional Investor - Pacific Capital Wealth Advisors, Inc

Profile
13F Holdings

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%