Instuitional Investor - Pacific Capital Wealth Advisors, Inc

Fund Profile
Filing Period:
Fund Name: Pacific Capital Wealth Advisors, Inc
Portfolio Value $394,330,918
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 215,265 $102,317,691 25.94%
2. BND 545,580 $40,127,389 10.17%
3.
Ishares Tr
495,957 $34,890,577 8.84%
4.
Vanguard Index Fds
92,639 $21,975,887 5.57%
5.
Vanguard Index Fds
241,613 $21,348,968 5.41%