PACIFIC CAPITAL WEALTH ADVISORS INC
PACIFIC CAPITAL WEALTH ADVISORS INC latest Q4_2020 13F filings reported $175,981,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 4.57%. This fund has 65 securities concentrations of 100% weights.
PACIFIC CAPITAL WEALTH ADVISORS INC largest holding is SPDR S&P 500 ETF Trust with weight of 7.27% and $12,801,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|