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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	$595,401,471

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	280,108	$182,165,234	30.6%
2.	Vanguard Bond Index Funds	BND	1,102,510	$81,188,805	13.64%
3.	Invesco Qqq Tr		95,698	$55,234,821	9.28%
4.	Ishares Trust	VLUE	499,414	$45,211,974	7.59%
5.	Vanguard Whitehall Funds		189,823	$28,112,739	4.72%