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:
69.28%
Gain +0.1%
Monthly
0.77%
Yearly
9.6%
Drawdown
26.63%
$674.86M
Equity
Holdings
$674.86M
Investment
$500.95M
$200.85M
Profit +$993,746.56
Realized
$26.94M
Unrealized
$173.91M
Dividends
$56.25M
Goals
Avg. 76% completed goals
Yearly
Gain > 6% 2026
Yearly
Loss < 17% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
$993,746.56
Win %
77%
This Week
Compared To Last Week
Gain
0.15%
Profit
$993,746.56
Win %
77%
This Month
Compared to last month
Gain
2.37%
Profit
$15.65M
Win %
77%
This Year
Compared to last year
Gain
1.66%
Profit
$11.02M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$181,987.47 
GOOG Alphabet Inc
+6.88%
+$17,549.08 
GOOGL Alphabet Inc
+6.73%
+$41,636.91 
META Meta Platforms Inc Class A
+3.28%
+$26,997.35 
MSFT Microsoft Corp.
+3.02%
+$59,355.92 
NVDA NVIDIA Corporation
+2.93%
+$34,825.33 
NOG Northern Oil and Gas Inc.
+1.49%
+$6,200 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$55,517.23 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$35,064.12 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$3,620 
XLE Energy Select Sector SPDR Fund
+1%
+$2,460.3 
IBM International Business Machines Corporation
+0.86%
+$1,936.72 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$13,746.1 
MCD McDonald's Corporation
+0.82%
+$1,656.61 
TSLA Tesla, Inc.
+0.76%
+$10,303.67 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$10,893.6 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1.5M 
VOO Vanguard S&P 500 ETF
+0.71%
+$14,264.22 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,495.04 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$449,061.6 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$25,369.56 
IWB iShares Russell 1000 ETF
+0.64%
+$49,623.91 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$4,560.93 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$7,978.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$62,704.68 
RTX RTX Corporation
+0.39%
+$1,688.4 
AVGO Broadcom Inc.
+0.37%
+$1,332 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$672.48 
JPM JPMorgan Chase & Co.
+0.27%
+$785.84 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$24,829.74 
CB Chubb Limited
+0.15%
+$642.36 
WMT Walmart Inc.
+0.09%
+$526.01 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$205.12 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$4,703.25 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,738.24 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GDDY Godaddy Inc.
-16.7%
-$403,120.41 
FMC FMC Corporation
-9.47%
-$28,000 
AAPL Apple Inc.
-7.35%
-$409,802.76 
MU Micron Technology, Inc.
-5.9%
-$11,565.11 
MSTR Strategy Inc.
-4.56%
-$158,325.54 
CAG Conagra Brands Inc.
-3.46%
-$15,600 
UWMC UWM Holdings Corporation
-2.15%
-$17,200 
PACS Pacs Group Inc.
-2.09%
-$20,148.83 
PNTG The Pennant Group, Inc.
-1.97%
-$6,135.75 
AWK American Water Works Company, Inc.
-1.93%
-$6,122.16 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,268.89 
GIS General Mills, Inc.
-1.84%
-$27,372.18 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$11,099.09 
WHR Whirlpool Corporation
-1.5%
-$5,700 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$29,483.44 
IAU iShares Gold Trust
-1.46%
-$95,426.24 
TCV Towle Value ETF
-0.89%
-$1,920.9 
MA Mastercard Incorporated
-0.74%
-$2,290.75 
ANGX Angel Studios, Inc.
-0.73%
-$1,206.54 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$326,597.67 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,320.36 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,010.81 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$9,003.57 
SCHF Schwab International Equity ETF
-0.58%
-$30,532 
WEC WEC Energy Group Inc.
-0.57%
-$1,200.16 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$1,557.88 
VNQ Vanguard Real Estate ETF
-0.54%
-$17,392.86 
LLY Eli Lilly and Company
-0.53%
-$2,911.75 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,060.76 
SCHH Schwab U.S. REIT ETF
-0.49%
-$3,541.32 
IWM iShares Russell 2000 ETF
-0.47%
-$13,874.88 
DVY iShares Select Dividend ETF
-0.45%
-$1,590.44 
NTNX Nutanix, Inc.
-0.42%
-$10,914.32 
KNX Knight-Swift Transportation Holdings Inc.
-0.39%
-$3,089.07 
AXP American Express Company
-0.38%
-$1,451.6 
VTV Vanguard Value ETF
-0.27%
-$18,611.82 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$2,675.25 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$228,476.14 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$5,349.75 
COST Costco Wholesale Corporation
-0.24%
-$2,150.01 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$797.62 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$475.5 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$898.45 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$26,326.05 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$964.76 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,734.22 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,968.6 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$43,272.12 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$261 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$931.74 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$4,500.08 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$4,165.6 
CMF iShares California Muni Bond ETF
-0.05%
-$294.84 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$205.51 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$469.22 
V Visa Inc. Class A
-0.04%
-$427.95 Events
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Dividends
Dividend Analysis
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| Trades 2897 | Longs Won 1686/2897 58% | Profit Factor 7.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $695,537.33 |
| Average Win $138,390.68 | Best Trade (Aug 10) $21.69M | Sharpe Ratio -9.2 |
| Average Loss -$26,815.92 | Worst Trade (Aug 01) -$1.38M | Z-Score -7.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w | Expectancy $69,331.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,713 | $2.97M | $5.16M | - | $2.19M | 73.59% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 21,399 | $2.17M | $2.08M | - | -$85,213.09 | -3.93% | -0.256% |
| AMD Advanced Micro Devices, Inc. | 462 | $268,380.41 | $219,981.3 | - | -$48,399.11 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 5,044 | $683,295.58 | $1.37M | - | $686,553.89 | 100.48% | +15.321% |
| ANGX Angel Studios, Inc. | 40,218 | $232,446.78 | $163,285.08 | - | -$69,161.7 | -29.75% | -0.733% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 5,128 | $273,210.66 | $351,421.84 | - | $78,211.18 | 28.63% | +0.058% |
| AVGO Broadcom Inc. | 925 | $299,250.75 | $360,084 | - | $60,833.25 | 20.33% | +0.371% |
| AWK American Water Works Company, Inc. | 2,319 | $284,981.08 | $311,140.23 | - | $26,159.15 | 9.18% | -1.93% |
| AXP American Express Company | 1,143 | $221,908.39 | $384,333.75 | - | $162,425.36 | 73.19% | -0.376% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 156,775 | $14.38M | $14.37M | - | -$11,193.52 | -0.08% | +0.033% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 175,507 | $13.29M | $13.26M | - | -$27,821.49 | -0.21% | -0.198% |
| BND Vanguard Total Bond Market Index Fund | 1.2M | $87.65M | $86.86M | - | -$796,527.63 | -0.91% | -0.262% |
| CAG Conagra Brands Inc. | 30,000 | $471,600 | $435,300 | - | -$36,300 | -7.7% | -3.46% |
| CB Chubb Limited | 1,212 | $228,958.4 | $425,024.15 | - | $196,065.75 | 85.63% | +0.151% |
| CMF iShares California Muni Bond ETF | 9,828 | $602,931.82 | $555,576.84 | - | -$47,354.98 | -7.85% | -0.053% |
| COST Costco Wholesale Corporation | 943 | $350,514.88 | $897,632.28 | - | $547,117.4 | 156.09% | -0.239% |
| CWB SPDR Bloomberg Convertible Securities ETF | 1,868 | $201,407.76 | $190,255.8 | - | -$11,151.96 | -5.54% | +0.355% |
| DVY iShares Select Dividend ETF | 2,209 | $267,244.82 | $356,112.91 | - | $88,868.09 | 33.25% | -0.445% |
| EFA iShares MSCI EAFE ETF | 6,546 | $549,217.96 | $691,126.68 | - | $141,908.72 | 25.84% | -0.621% |
| FMC FMC Corporation | 25,000 | $283,000 | $267,750 | - | -$15,250 | -5.39% | -9.467% |
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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 - $15.45M, iShares Core MSCI EAFE ETF - $9.28M, Vanguard Total Bond Market Index Fund - $5.87M, VANGUARD TOTAL STOCK MKT ETF - $5.48M, and Vanguard High Dividend Yield ETF - $5.07M. 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 - $1.06M, 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 $56.25M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $8.26M, SPDR S&P 500 ETF Trust - $7.36M, iShares Core MSCI EAFE ETF - $6.41M, Vanguard Real Estate ETF - $3.8M, and Vanguard High Dividend Yield ETF - $3.08M. 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.
