SLWA

San Luis Wealth Advisors Portfolio holdings

AUM $555M
1-Year Est. Return 12.32%
This Quarter Est. Return
1 Year Est. Return
+12.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.82M
3
+$8.05M
4
MSFT icon
Microsoft
MSFT
+$6.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.09M

Top Sells

1
+$1.6K
2
+$1.47K
3
+$1.3K
4
BAC icon
Bank of America
BAC
+$1.29K
5
JPM icon
JPMorgan Chase
JPM
+$1.11K

Sector Composition

1 Technology 20.02%
2 Consumer Discretionary 10.56%
3 Financials 8.42%
4 Healthcare 5.33%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$59K 0.03%
+1,062
227
$59K 0.03%
+1,176
228
$59K 0.03%
+35
229
$58K 0.03%
+350
230
$58K 0.03%
+1,267
231
$57K 0.03%
+950
232
$56K 0.03%
+488
233
$56K 0.03%
+142
234
$56K 0.03%
+195
235
$55K 0.03%
+805
236
$52K 0.03%
+593
237
$51K 0.02%
+438
238
$51K 0.02%
+469
239
$50K 0.02%
+310
240
$49K 0.02%
+75
241
$49K 0.02%
+1,832
242
$49K 0.02%
+207
243
$47K 0.02%
+502
244
$47K 0.02%
+2,222
245
$46K 0.02%
+1,460
246
$45K 0.02%
+1,494
247
$45K 0.02%
+201
248
$43K 0.02%
+206
249
$43K 0.02%
+959
250
$43K 0.02%
+285
8 9
10
11 12