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Pacific Capital Wealth Advisors, Inc Buys SPDR S&P 500, iShares MSCI EAFE Small-Cap ETF, iShares Russell 2000, Sells iShares Core U.S. Aggregate Bond, Schwab International Small-Cap Equity, iShares 20+ Year Treasury Bond ETF

Investment company Pacific Capital Wealth Advisors, Inc (Current Portfolio) buys SPDR S&P 500, iShares MSCI EAFE Small-Cap ETF, iShares Russell 2000, SPDR DJ Wilshire Global Real Estate, iShares Core Growth Allocation, sells iShares Core U.S. Aggregate Bond, Schwab International Small-Cap Equity, iShares 20+ Year Treasury Bond ETF, iShares California Muni Bond, Schwab International Equity during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Pacific Capital Wealth Advisors, Inc. As of 2020Q1, Pacific Capital Wealth Advisors, Inc owns 46 stocks with a total value of $117 million. These are the details of the buys and sells.

For the details of PACIFIC CAPITAL WEALTH ADVISORS, INC's stock buys and sells, go to https://www.gurufocus.com/guru/pacific+capital+wealth+advisors%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of PACIFIC CAPITAL WEALTH ADVISORS, INC
  1. Vanguard Total International Bond ETF (BNDX) - 172,190 shares, 8.31% of the total portfolio. Shares added by 8.29%
  2. SPDR S&P 500 (SPY) - 32,224 shares, 7.13% of the total portfolio. Shares added by 3468.55%
  3. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 81,140 shares, 6.89% of the total portfolio. Shares reduced by 5.52%
  4. iShares Core MSCI EAFE (IEFA) - 155,300 shares, 6.65% of the total portfolio. Shares added by 16.49%
  5. Schwab U.S. Large-Cap (SCHX) - 122,942 shares, 6.46% of the total portfolio. Shares added by 2.61%
Added: SPDR S&P 500 (SPY)

Pacific Capital Wealth Advisors, Inc added to a holding in SPDR S&P 500 by 3468.55%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $305.03. The stock is now traded at around $291.97. The impact to a portfolio due to this purchase was 6.93%. The holding were 32,224 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Pacific Capital Wealth Advisors, Inc added to a holding in iShares MSCI EAFE Small-Cap ETF by 56.82%. The purchase prices were between $38.34 and $62.84, with an estimated average price of $56.15. The stock is now traded at around $49.82. The impact to a portfolio due to this purchase was 1.18%. The holding were 84,926 shares as of .

Added: iShares Russell 2000 (IWM)

Pacific Capital Wealth Advisors, Inc added to a holding in iShares Russell 2000 by 48.58%. The purchase prices were between $99.52 and $168.88, with an estimated average price of $148.55. The stock is now traded at around $130.06. The impact to a portfolio due to this purchase was 0.98%. The holding were 30,513 shares as of .

Added: SPDR DJ Wilshire Global Real Estate (RWO)

Pacific Capital Wealth Advisors, Inc added to a holding in SPDR DJ Wilshire Global Real Estate by 108.74%. The purchase prices were between $30.12 and $53.58, with an estimated average price of $48.01. The stock is now traded at around $36.59. The impact to a portfolio due to this purchase was 0.2%. The holding were 12,439 shares as of .

Added: iShares Core Growth Allocation (AOR)

Pacific Capital Wealth Advisors, Inc added to a holding in iShares Core Growth Allocation by 30.99%. The purchase prices were between $37.5 and $48.67, with an estimated average price of $45.69. The stock is now traded at around $44.12. The impact to a portfolio due to this purchase was 0.13%. The holding were 15,477 shares as of .

Sold Out: Schwab U.S. Small-Cap (SCHA)

Pacific Capital Wealth Advisors, Inc sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $44.57 and $77.39, with an estimated average price of $68.72.

Sold Out: Chubb Ltd (CB)

Pacific Capital Wealth Advisors, Inc sold out a holding in Chubb Ltd. The sale prices were between $94.2 and $165.33, with an estimated average price of $144.07.

Sold Out: iShares MSCI Emerging Index Fund (EEM)

Pacific Capital Wealth Advisors, Inc sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03.

Sold Out: Nike Inc (NKE)

Pacific Capital Wealth Advisors, Inc sold out a holding in Nike Inc. The sale prices were between $62.8 and $104.58, with an estimated average price of $93.5.

Sold Out: iShares MSCI EAFE (EFA)

Pacific Capital Wealth Advisors, Inc sold out a holding in iShares MSCI EAFE. The sale prices were between $46.5 and $70.38, with an estimated average price of $63.47.



Here is the complete portfolio of PACIFIC CAPITAL WEALTH ADVISORS, INC. Also check out:

1. PACIFIC CAPITAL WEALTH ADVISORS, INC's Undervalued Stocks
2. PACIFIC CAPITAL WEALTH ADVISORS, INC's Top Growth Companies, and
3. PACIFIC CAPITAL WEALTH ADVISORS, INC's High Yield stocks
4. Stocks that PACIFIC CAPITAL WEALTH ADVISORS, INC keeps buying

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