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  Name: PACIFIC CAPITAL WEALTH ADVISORS INC
  City: CORONA
  State: CA
  Zip: 92881
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $394,328,000
  Total Value Change : $37,652,000
  Securities Held Change : 279
   
All Securities Held : 345
  New Positions : 278
  Closed Positions : 3
  Increased Positions : 22
  Unchanged Positions : 19
  Decreased Positions : 26

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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 344 Closed $50.96 $0 0 0% -306,000 -6,138 0    Closed - End Fund - E...
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 343 Closed $110.39 $0 0 0% -314,000 -3,178 0    N/A
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 324 Closed $207.12 $0 0 0% -270,000 -1,478 0    Closed - End Fund - E...

      3 Records Found
  1    
Page 1 of 1
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