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
251
$42K 0.02%
+788
252
$42K 0.02%
+1,062
253
$42K 0.02%
+118
254
$42K 0.02%
+460
255
$41K 0.02%
+700
256
$41K 0.02%
+165
257
$41K 0.02%
+629
258
$40K 0.02%
+106
259
$39K 0.02%
+1,088
260
$39K 0.02%
+1,352
261
$39K 0.02%
+620
262
$38K 0.02%
+2,116
263
$37K 0.02%
+978
264
$36K 0.02%
+884
265
$35K 0.02%
+337
266
$35K 0.02%
+515
267
$35K 0.02%
+136
268
$35K 0.02%
+350
269
$34K 0.02%
+359
270
$32K 0.02%
+370
271
$32K 0.02%
+273
272
$32K 0.02%
+577
273
$32K 0.02%
+620
274
$31K 0.02%
+800
275
$31K 0.02%
+114
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