$180 Million is the total value of PACIFIC CAPITAL WEALTH ADVISORS, INC's 65 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TRrus 1000 grw etf | $2,619,000 | +0.8% | 10,776 | 0.0% | 1.46% | -1.4% | |
| STPZ | PIMCO ETF TR1-5 us tip idx | $2,050,000 | +1.2% | 37,390 | 0.0% | 1.14% | -0.9% | |
| CWB | SPDR SER TRblmbrg brc cnvrt | $708,000 | +0.7% | 8,494 | 0.0% | 0.39% | -1.3% | |
| RWO | SPDR INDEX SHS FDSdj glb rl es etf | $555,000 | +6.1% | 11,760 | 0.0% | 0.31% | +4.0% | |
| USFR | WISDOMTREE TRfloatng rat trea | $301,000 | 0.0% | 12,000 | 0.0% | 0.17% | -2.3% | |
| MBSD | FLEXSHARES TRdiscp dur mbs | $296,000 | -0.7% | 12,400 | 0.0% | 0.16% | -2.4% | |
| EEM | ISHARES TRmsci emg mkt etf | $269,000 | +3.1% | 5,043 | 0.0% | 0.15% | +1.4% | |
| DIS | DISNEY WALT CO | $211,000 | +1.9% | 1,143 | 0.0% | 0.12% | -0.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 25.7% |
| ISHARES TR | 16 | Q3 2023 | 8.6% |
| VANGUARD REAL ESTATE ETF IV | 16 | Q3 2023 | 5.5% |
| SCHWAB US LARGE CAP ETF IV | 16 | Q3 2023 | 6.5% |
| VANGUARD TOTAL INTERNATLBND ETF IV | 16 | Q3 2023 | 7.3% |
| INVESCO QQQ TRUST | 16 | Q3 2023 | 4.5% |
| VANGUARD WHITEHALL FDS INC | 16 | Q3 2023 | 5.3% |
| ISHARES TR | 16 | Q3 2023 | 5.0% |
| ISHARES TR | 16 | Q3 2023 | 6.4% |
| ISHARES TR | 16 | Q3 2023 | 4.1% |
View PACIFIC CAPITAL WEALTH ADVISORS, INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-03-08 |
View PACIFIC CAPITAL WEALTH ADVISORS, INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.