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:
77.16%
Gain +0.45%
Monthly
0.74%
Yearly
9.27%
Drawdown
26.63%
$670.26M
Equity
Holdings
$670.26M
Investment
$500.95M
$196.25M
Profit +$2.2M
Realized
$26.94M
Unrealized
$169.31M
Dividends
$58.22M
Goals
Avg. 72% completed goals
Yearly
Gain > 6% 2026
Yearly
Loss < 17% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$2.2M
Win %
72%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$3.92M
Win %
72%
This Month
Compared to last month
Gain
0.7%
Profit
$4.67M
Win %
72%
This Year
Compared to last year
Gain
0.96%
Profit
$6.42M
Win %
74%
UWMC UWM Holdings Corporation
+12.38%
+$53,750 
PACS Pacs Group Inc.
+6.07%
+$56,128.8 
LLY Eli Lilly and Company
+4.61%
+$26,471.75 
TTWO Take-Two Interactive Software, Inc.
+4.34%
+$21,509.14 
MSTR Strategy Inc.
+4%
+$203,586.41 
PNTG The Pennant Group, Inc.
+3.98%
+$12,309.37 
GDDY Godaddy Inc.
+3.8%
+$95,495.07 
ANGX Angel Studios, Inc.
+3.26%
+$4,625.07 
CAG Conagra Brands Inc.
+3.07%
+$12,750 
GIS General Mills, Inc.
+2.85%
+$37,381.41 
WHR Whirlpool Corporation
+2.71%
+$7,500 
V Visa Inc. Class A
+2.71%
+$32,465.34 
KNX Knight-Swift Transportation Holdings Inc.
+2.55%
+$18,420.01 
MA Mastercard Incorporated
+2.45%
+$7,971.83 
IBM International Business Machines Corporation
+2.33%
+$5,394.48 
XLV Health Care Select Sector SPDR Fund
+2.26%
+$8,157.23 
AXP American Express Company
+2.25%
+$7,886.69 
MCD McDonald's Corporation
+1.76%
+$3,155.07 
WMT Walmart Inc.
+1.74%
+$10,598.9 
AWK American Water Works Company, Inc.
+1.41%
+$4,313.32 
IAU iShares Gold Trust
+1.36%
+$88,248.16 
GLDM SPDR Gold MiniShares Trust
+1.34%
+$27,005.84 
SCHD Schwab U.S. Dividend Equity ETF
+1.27%
+$177,118.81 
MSFT Microsoft Corp.
+1.27%
+$29,503.66 
CB Chubb Limited
+1.21%
+$5,114.65 
RSP Invesco S&P 500 Equal Weight ETF
+1.11%
+$11,084.77 
VNQ Vanguard Real Estate ETF
+0.95%
+$27,699.74 
XLRE The Real Estate Select Sector SPDR Fund
+0.94%
+$1,798.68 
IWM iShares Russell 2000 ETF
+0.87%
+$23,457.7 
DVY iShares Select Dividend ETF
+0.84%
+$2,893.79 
TCV Towle Value ETF
+0.78%
+$1,665.88 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.74%
+$2,280 
EFA iShares MSCI EAFE ETF
+0.74%
+$4,974.96 
SCHH Schwab U.S. REIT ETF
+0.72%
+$4,721.76 
CMF iShares California Muni Bond ETF
+0.69%
+$3,685.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.67%
+$85,998.43 
VTV Vanguard Value ETF
+0.67%
+$46,688.08 
RWO SPDR Dow Jones Global Real Estate ETF
+0.67%
+$1,665.32 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$185,709.52 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.65%
+$3,376.66 
MGV Vanguard Mega Cap Value ETF
+0.62%
+$2,151.47 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$12,625.41 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$305,861.31 
BND Vanguard Total Bond Market Index Fund
+0.61%
+$517,077.58 
MDY SPDR S&P MidCap 400 ETF Trust
+0.57%
+$1,136.99 
IUSB iShares Core Universal USD Bond ETF
+0.56%
+$1,188.75 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.55%
+$2,335.97 
SCHV Schwab U.S. Large-Cap Value ETF
+0.55%
+$5,499.12 
SCHP Schwab U.S. TIPS ETF
+0.53%
+$4,192.83 
GOOGL Alphabet Inc
+0.53%
+$3,400.24 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.49%
+$5,512.08 
GOOG Alphabet Inc
+0.47%
+$1,237.69 
FNDF Schwab Fundamental International Large Company Index ETF
+0.42%
+$6,330.6 
META Meta Platforms Inc Class A
+0.41%
+$4,558.13 
CWB SPDR Bloomberg Convertible Securities ETF
+0.39%
+$691.16 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$111,496.17 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.31%
+$1,102.52 
COST Costco Wholesale Corporation
+0.3%
+$2,758.28 
SCHF Schwab International Equity ETF
+0.28%
+$14,311.87 
IWB iShares Russell 1000 ETF
+0.25%
+$20,484.21 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.25%
+$16,245.84 
SCHB Schwab U.S. Broad Market ETF
+0.25%
+$1,947.79 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$28,446.59 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.2%
+$2,825.74 
SCHX Schwab U.S. Large-Cap ETF
+0.18%
+$7,343.82 
IVV iShares Core S&P 500 ETF
+0.13%
+$300.47 
VGSH Vanguard Short-Term Treasury Fund
+0.13%
+$521.28 
SPY SPDR S&P 500 ETF Trust
+0.13%
+$283,165.17 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.12%
+$7,875.14 
VOO Vanguard S&P 500 ETF
+0.12%
+$2,436.08 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$938.44 
AMZN Amazon.com Inc
+0.06%
+$781.81 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,567.75 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,369.12 
FMC FMC Corporation
-31.89%
-$64,500 
AMD Advanced Micro Devices, Inc.
-2.54%
-$6,712.86 
NOG Northern Oil and Gas Inc.
-1.94%
-$10,200 
XLE Energy Select Sector SPDR Fund
-1.84%
-$5,191.65 
AVGO Broadcom Inc.
-1.72%
-$5,494.5 
NVDA NVIDIA Corporation
-1.68%
-$22,627.29 
TSLA Tesla, Inc.
-1.59%
-$25,497.44 
RTX RTX Corporation
-0.55%
-$2,070.3 
QQQ Invesco QQQ Trust, Series 1
-0.48%
-$355,508.11 
MU Micron Technology, Inc.
-0.47%
-$960.96 
NTNX Nutanix, Inc.
-0.44%
-$13,533.67 
JPM JPMorgan Chase & Co.
-0.39%
-$1,099.34 
WEC WEC Energy Group Inc.
-0.37%
-$752.48 
IWF iShares Russell 1000 Growth ETF
-0.3%
-$4,528.8 
VONG Vanguard Russell 1000 Growth Fund
-0.27%
-$4,627.4 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.26%
-$12,186.72 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.15%
-$5,075.07 
AAPL Apple Inc.
-0.14%
-$7,854.94 Events
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Dividends
Dividend Analysis
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| Trades 2897 | Longs Won 1665/2897 57% | Profit Factor 6.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $700,063.66 |
| Average Win $139,091.05 | Best Trade (Oct 15) $21.56M | Sharpe Ratio -9.2 |
| Average Loss -$28,682.46 | Worst Trade (Oct 14) -$1.39M | Z-Score -2.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w | Expectancy $67,742.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,713 | $2.97M | $5.72M | - | $2.75M | 92.46% | -0.137% |
| AGG iShares Core U.S. Aggregate Bond ETF | 21,399 | $2.17M | $2.04M | - | -$127,155.13 | -5.86% | +0.622% |
| AMD Advanced Micro Devices, Inc. | 462 | $268,380.41 | $257,005.98 | - | -$11,374.43 | -4.24% | -2.545% |
| AMZN Amazon.com Inc | 5,044 | $683,295.58 | $1.28M | - | $599,065.76 | 87.67% | +0.061% |
| ANGX Angel Studios, Inc. | 40,218 | $232,446.78 | $146,594.61 | - | -$85,852.17 | -36.93% | +3.258% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 5,128 | $273,210.66 | $351,703.88 | - | $78,493.22 | 28.73% | +0.314% |
| AVGO Broadcom Inc. | 925 | $299,250.75 | $314,786.75 | - | $15,536 | 5.19% | -1.716% |
| AWK American Water Works Company, Inc. | 2,319 | $284,981.08 | $309,748.83 | - | $24,767.75 | 8.69% | +1.412% |
| AXP American Express Company | 1,143 | $221,908.39 | $358,730.55 | - | $136,822.16 | 61.66% | +2.248% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 156,775 | $14.38M | $14.35M | - | -$34,709.77 | -0.24% | +0.011% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 175,507 | $13.29M | $12.91M | - | -$375,325.35 | -2.83% | +0.671% |
| BND Vanguard Total Bond Market Index Fund | 1.2M | $87.65M | $85.17M | - | -$2.48M | -2.83% | +0.611% |
| CAG Conagra Brands Inc. | 30,000 | $471,600 | $427,950 | - | -$43,650 | -9.26% | +3.071% |
| CB Chubb Limited | 1,212 | $228,958.4 | $429,496.44 | - | $200,538.04 | 87.59% | +1.205% |
| CMF iShares California Muni Bond ETF | 9,828 | $602,931.82 | $538,820.1 | - | -$64,111.72 | -10.63% | +0.689% |
| COST Costco Wholesale Corporation | 943 | $350,514.88 | $928,784.27 | - | $578,269.39 | 164.98% | +0.298% |
| CWB SPDR Bloomberg Convertible Securities ETF | 1,868 | $201,407.76 | $180,411.44 | - | -$20,996.32 | -10.42% | +0.385% |
| DVY iShares Select Dividend ETF | 2,209 | $267,244.82 | $348,801.1 | - | $81,556.28 | 30.52% | +0.837% |
| EFA iShares MSCI EAFE ETF | 6,546 | $549,217.96 | $677,576.46 | - | $128,358.5 | 23.37% | +0.74% |
| FMC FMC Corporation | 25,000 | $283,000 | $137,750 | - | -$145,250 | -51.33% | -31.891% |
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FAQ
Which stocks have generated the highest profits for Pacific Capital Wealth Advisors?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $15.98M, iShares Core MSCI EAFE ETF - $9.28M, Vanguard Total Bond Market Index Fund - $6.17M, VANGUARD TOTAL STOCK MKT ETF - $5.51M, and Vanguard High Dividend Yield ETF - $5.23M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Schwab U.S. TIPS ETF - $1.05M, Vanguard Global ex-US Real Estate Index Fund - $731,661.28, Schwab International Small-Cap Equity ETF - $671,946.69, Sunrun Inc - $642,546.58, and Match Group, Inc - $504,830.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Pacific Capital Wealth Advisors's portfolio generate?
The portfolio generates substantial dividend income, with a total of $58.22M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $8.56M, SPDR S&P 500 ETF Trust - $7.89M, iShares Core MSCI EAFE ETF - $6.41M, Vanguard Real Estate ETF - $3.83M, and Vanguard High Dividend Yield ETF - $3.24M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Pacific Capital Wealth Advisors's monthly returns?
Pacific Capital Wealth Advisors's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Pacific Capital Wealth Advisors's strategy be considered aggressive or moderate?
Pacific Capital Wealth Advisors's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Pacific Capital Wealth Advisors's strategy?
Pacific Capital Wealth Advisors's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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