$595Million– No. of Holdings #490
Pacific Capital Wealth Advisors, Inc. has about 93.3% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 93.3 |
Technology | 3.1 |
Pacific Capital Wealth Advisors, Inc. has about 6% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 93.3 |
MEGA-CAP | 3.9 |
LARGE-CAP | 2.1 |
About 5.6% of the stocks held by Pacific Capital Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 93.7 |
S&P 500 | 5.6 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Pacific Capital Wealth Advisors, Inc. has 490 stocks in it's portfolio. About 74.6% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Pacific Capital Wealth Advisors, Inc. last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
A | agilent technologies inc | 0.00 | 11.00 | 1,633 | new | |||
AAL | american airls group inc | 0.00 | 425 | 4,777 | unchanged | 0.00 | ||
AAPL | apple inc | 1.50 | 38,219 | 8,905,120 | added | 0.66 | ||
AAXJ | ishares tr | 0.32 | 32,617 | 1,895,360 | reduced | -5.14 | ||
AAXJ | ishares tr | 0.04 | 2,642 | 247,238 | reduced | -9.3 | ||
AAXJ | ishares tr | 0.00 | 317 | 25,455 | new | |||
AAXJ | ishares tr | 0.00 | 118 | 12,530 | reduced | -80.97 | ||
AAXJ | ishares tr | 0.00 | 201 | 11,501 | reduced | -26.91 | ||
AAXJ | ishares tr | 0.00 | 91.00 | 10,067 | new | |||
ABBV | abbvie inc | 0.01 | 230 | 45,420 | reduced | -6.88 | ||
ABNB | airbnb inc | 0.00 | 7.00 | 888 | reduced | -88.71 | ||
ABT | abbott labs | 0.02 | 1,125 | 128,261 | unchanged | 0.00 | ||
ACES | alps etf tr | 0.00 | 431 | 20,313 | unchanged | 0.00 | ||
ACN | accenture plc ireland | 0.00 | 90.00 | 31,813 | added | 76.47 | ||
ACSG | dbx etf tr | 0.00 | 112 | 3,008 | added | 0.9 | ||
ACTG | acacia resh corp | 0.00 | 100 | 466 | unchanged | 0.00 | ||
ACWF | ishares tr | 0.00 | 5.00 | 236 | unchanged | 0.00 | ||
ACWV | ishares inc | 0.00 | 210 | 13,396 | unchanged | 0.00 | ||
ADBE | adobe inc | 0.01 | 85.00 | 44,011 | reduced | -34.11 | ||
ADI | analog devices inc | 0.01 | 337 | 77,567 | added | 4.33 | ||