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CHAD WILLARDSON

@Pacific Capital Wealth Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$595.035MTotal holdings492
Assets growth rate8.62%Assets growth rate (2-Q avg)18.81%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Pacific Capital Wealth Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 492 positions.

Assets under management

The assets under management (AUM) of Pacific Capital Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 595.035M in assets, with a quarterly growth rate of 8.62% and a 2-quarter average growth rate of 18.81%. The portfolio is managed by CHAD WILLARDSON, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BNDVanguard Bd Index Fds
Recent Activity
Decreased -1.14%
11.58%
$68.875M
916,985 shares@ $75.12 avg price
IEFAIshares Tr
Recent Activity
Decreased -2.06%
8.18%
$48.664M
623,498 shares@ $78.05 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.38%
4.39%
$26.096M
203,555 shares@ $128.21 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -20.05%
3.99%
$23.69M
258,038 shares@ $91.82 avg price
VNQVanguard Index Fds
Recent Activity
Decreased -17.28%
3.8%
$22.557M
231,541 shares@ $97.42 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -8.03%
3.66%
$21.735M
76,760 shares@ $283.16 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -8.34%
1.89%
$11.246M
135,489 shares@ $83.01 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -15.88%
1.83%
$10.862M
138,594 shares@ $78.38 avg price
IBBIshares Tr
Recent Activity
Decreased -1.11%
1.56%
$9.229M
63,384 shares@ $145.6 avg price
SCHXSchwab Strategic Tr
Recent Activity
Decreased -4.89%
1.39%
$8.223M
121,186 shares@ $67.86 avg price