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Pacific Capital Wealth Advisors is based out of Corona. Pacific Capital Wealth Advisors is a large advisory firm with 175 clients and discretionary assets under management (AUM) of $173,700,000 (Form ADV from 2020-08-20). Their last reported 13F filing for Q3 2020 included $168,292,000 in managed 13F securities and a top 10 holdings concentration of 47.1%. Pacific Capital Wealth Advisors's largest holding is SPDR S&P 500 ETF Trust with shares held of 33,626. Whalewisdom has at least 4 13F filings

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13F Activity

  • Market Value $168.292 Million
  • Prior Market Value $147.394 Million
  • New Purchases162 stocks
  • Additional Purchases20 stocks
  • Sold out of0 stocks
  • Reduced holdings in24 stocks
  • Top 10 Holdings % 47.10 %
  • Turnover % [1]:74.65%
  • Turnover Alt % [2]: 1.29 %
  • Time Held Top20:2.60 quarters
  • Time Held Top10:2.20 quarters
  • Time Held All:0.76 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16

Performance for Q3 2020: 5.01%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CORONA CA    92881
Country: United States

Business Phone: 844-777-8777
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 100,000,000
Total Number of Clients: 175
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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Insider Transactions in the past year


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