Pacific Capital Wealth Advisors Portfolio
Invests via Pacific Capital Wealth Advisors Inc. | Managed by Pacific Capital Wealth Advisors Inc.
Invests via Pacific Capital Wealth Advisors Inc.
Managed by Pacific Capital Wealth Advisors Inc.
Automatically Tracked
Company Profile
Serving high-net-worth families and institutional clients along the Pacific Rim, Pacific Capital Wealth Advisors provides integrated wealth management including financial planning, investment advisory, tax-aware strategies and retirement solutions. The firm manages discretionary portfolios and offers access to private markets, fixed income ladders and model-driven equity allocations for risk-adjusted outcomes. Revenue streams combine fee-based advisory and custodial partnerships; distribution channels include RIAs, family offices and retirement plan sponsors. Market relevance stems from regional client concentration and multi-source wealth services.
Serving high-net-worth families and institutional clients along the Pacific Rim, Pacific Capital Wealth Advisors provides integrated wealth management including financial planning, investment advisory, tax-aware strategies and retirement solutions. The firm manages discretionary portfolios and offers access to private markets, fixed income ladders and model-driven equity allocations for risk-adjusted outcomes. Revenue streams combine fee-based advisory and custodial partnerships; distribution channels include RIAs, family offices and retirement plan sponsors. Market relevance stems from regional client concentration and multi-source wealth services.
Investment Philosophy & Strategy
Targets preservation and risk-adjusted growth for high-net-worth families and institutional clients across the Pacific Rim through diversified, multi-asset portfolios and tax-aware planning. Capital deployment emphasizes discretionary management, fixed-income ladders for yield and duration control, model-driven equity allocations, and selective private-market exposures to enhance returns and diversification. Portfolio construction blends liability-aware fixed income, calibrated equity risk exposure, and opportunistic private investments sourced via custodial and RIA partnerships. Time horizon is long-term, fiduciary-aligned, and focused on income sustainability, estate/transmission outcomes, and downside protection via active risk management and customized client overlays.
Targets preservation and risk-adjusted growth for high-net-worth families and institutional clients across the Pacific Rim through diversified, multi-asset portfolios and tax-aware planning. Capital deployment emphasizes discretionary management, fixed-income ladders for yield and duration control, model-driven equity allocations, and selective private-market exposures to enhance returns and diversification. Portfolio construction blends liability-aware fixed income, calibrated equity risk exposure, and opportunistic private investments sourced via custodial and RIA partnerships. Time horizon is long-term, fiduciary-aligned, and focused on income sustainability, estate/transmission outcomes, and downside protection via active risk management and customized client overlays.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
5.25%
Gain
Monthly
0.19%
Yearly
2.26%
Drawdown
36.38%
$665.66M
Equity
Holdings
$665.66M
Investment
$500.95M
$190.44M
Profit +$1.78M
Realized
$25.74M
Unrealized
$164.7M
Dividends
$55.62M
Goals
Avg. 68.33% completed goals
Yearly
Gain > 6% 2026
Yearly
Loss < 17% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$1.78M
Win %
76%
This Week
Compared To Last Week
Gain
-0.07%
Profit
-$489,873.02
Win %
76%
This Month
Compared to last month
Gain
0.29%
Profit
$1.9M
Win %
76%
This Year
Compared to last year
Gain
0.27%
Profit
$1.81M
Win %
78%
AAPL Apple Inc.
+4.23%
+$222,533.76 
GOOG Alphabet Inc
+3.89%
+$10,627.25 
TTWO Take-Two Interactive Software, Inc.
+3.75%
+$21,853.68 
GOOGL Alphabet Inc
+3.68%
+$24,515.17 
META Meta Platforms Inc Class A
+3.37%
+$34,036.86 
AMZN Amazon.com Inc
+3.3%
+$41,209.43 
MSFT Microsoft Corp.
+3.24%
+$54,278.93 
WHR Whirlpool Corporation
+2.51%
+$9,700 
PNTG The Pennant Group, Inc.
+2.17%
+$6,519.8 
GIS General Mills, Inc.
+1.74%
+$25,942.29 
AXP American Express Company
+1.57%
+$6,377.94 
UWMC UWM Holdings Corporation
+1.48%
+$12,900 
JPM JPMorgan Chase & Co.
+1.4%
+$4,012.8 
CAG Conagra Brands Inc.
+0.88%
+$3,750 
WMT Walmart Inc.
+0.71%
+$4,260.6 
V Visa Inc. Class A
+0.63%
+$6,817.11 
MSTR Strategy Inc.
+0.61%
+$21,299.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.46%
+$14,754.61 
SCHD Schwab U.S. Dividend Equity ETF
+0.43%
+$57,936.06 
COST Costco Wholesale Corporation
+0.31%
+$2,659.26 
DVY iShares Select Dividend ETF
+0.27%
+$938.83 
XLV Health Care Select Sector SPDR Fund
+0.27%
+$870.68 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.25%
+$1,328.96 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.24%
+$31,591.26 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.23%
+$988.29 
IUSB iShares Core Universal USD Bond ETF
+0.21%
+$451.73 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.21%
+$61,302.17 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.2%
+$2,263.89 
VNQ Vanguard Real Estate ETF
+0.17%
+$5,472.31 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$3,637.83 
BND Vanguard Total Bond Market Index Fund
+0.15%
+$130,592.15 
RWO SPDR Dow Jones Global Real Estate ETF
+0.15%
+$402.9 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.15%
+$9,580.88 
MA Mastercard Incorporated
+0.12%
+$362.48 
ANGX Angel Studios, Inc.
+0.12%
+$201.09 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$411 
RTX RTX Corporation
+0.09%
+$331.65 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$5,625.1 
SCHP Schwab U.S. TIPS ETF
+0.08%
+$621.16 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$703.83 
IWM iShares Russell 2000 ETF
+0.06%
+$1,696.94 
IEFA iShares Core MSCI EAFE ETF
+0.06%
+$28,512.49 
EFA iShares MSCI EAFE ETF
+0.01%
+$98.19 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,369.12 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$783.87 
MU Micron Technology, Inc.
-10.2%
-$22,469.44 
AMD Advanced Micro Devices, Inc.
-6.17%
-$15,627.15 
NTNX Nutanix, Inc.
-2.31%
-$55,880.96 
NVDA NVIDIA Corporation
-2.26%
-$29,153.22 
IBM International Business Machines Corporation
-1.84%
-$4,040.78 
KNX Knight-Swift Transportation Holdings Inc.
-1.78%
-$15,330.94 
XLE Energy Select Sector SPDR Fund
-1.77%
-$4,204.61 
CB Chubb Limited
-1.75%
-$7,344.72 
SCHV Schwab U.S. Large-Cap Value ETF
-1.21%
-$12,335.87 
LLY Eli Lilly and Company
-1.16%
-$6,362.62 
CWB SPDR Bloomberg Convertible Securities ETF
-1.14%
-$2,222.92 
QQQ Invesco QQQ Trust, Series 1
-1.05%
-$763,607 
TSLA Tesla, Inc.
-0.85%
-$14,669.76 
MGV Vanguard Mega Cap Value ETF
-0.83%
-$2,844.14 
VTV Vanguard Value ETF
-0.72%
-$49,842.68 
WEC WEC Energy Group Inc.
-0.7%
-$1,533.53 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.68%
-$2,350 
VONG Vanguard Russell 1000 Growth Fund
-0.68%
-$11,704.6 
IWF iShares Russell 1000 Growth ETF
-0.67%
-$10,159.2 
GLDM SPDR Gold MiniShares Trust
-0.54%
-$10,777.56 
SCHF Schwab International Equity ETF
-0.53%
-$27,669.62 
IAU iShares Gold Trust
-0.51%
-$32,934.72 
FMC FMC Corporation
-0.47%
-$1,250 
TCV Towle Value ETF
-0.45%
-$975.53 
FNDF Schwab Fundamental International Large Company Index ETF
-0.43%
-$6,471.28 
MDY SPDR S&P MidCap 400 ETF Trust
-0.42%
-$877.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$3,796.47 
VYM Vanguard High Dividend Yield ETF
-0.26%
-$76,767.6 
AWK American Water Works Company, Inc.
-0.2%
-$626.13 
AVGO Broadcom Inc.
-0.2%
-$700.51 
GDDY Godaddy Inc.
-0.19%
-$4,130.83 
MCD McDonald's Corporation
-0.17%
-$338.85 
SCHH Schwab U.S. REIT ETF
-0.17%
-$1,180.44 
SCHB Schwab U.S. Broad Market ETF
-0.15%
-$1,207.31 
IWB iShares Russell 1000 ETF
-0.15%
-$12,213.59 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$2,077.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$17,453.88 
PACS Pacs Group Inc.
-0.13%
-$1,233.6 
NOG Northern Oil and Gas Inc.
-0.12%
-$500 
VOO Vanguard S&P 500 ETF
-0.12%
-$2,465.4 
CMF iShares California Muni Bond ETF
-0.1%
-$589.68 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$221,481.24 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$4,005.72 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.09%
-$307.68 
XLRE The Real Estate Select Sector SPDR Fund
-0.08%
-$161.42 
IVV iShares Core S&P 500 ETF
-0.07%
-$162.06 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.07%
-$3,159.52 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2897 | Longs Won 1435/2897 49% | Profit Factor 6.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $671,833.79 |
| Average Win $155,004.18 | Best Trade (Jul 16) $20.69M | Sharpe Ratio -9.46 |
| Average Loss -$21,878.86 | Worst Trade (Jul 10) -$1.37M | Z-Score -13.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 1d | Expectancy $65,738.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
