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
276
$31K 0.02%
+363
277
$31K 0.02%
+23
278
$31K 0.02%
+283
279
$31K 0.02%
+265
280
$31K 0.02%
+215
281
$30K 0.01%
+1,060
282
$30K 0.01%
+380
283
$30K 0.01%
+92
284
$29K 0.01%
+80
285
$29K 0.01%
+200
286
$28K 0.01%
+510
287
$28K 0.01%
+150
288
$28K 0.01%
+1,500
289
$28K 0.01%
+1,200
290
$26K 0.01%
+397
291
$26K 0.01%
+40
292
$26K 0.01%
+509
293
$26K 0.01%
+991
294
$25K 0.01%
+240
295
$25K 0.01%
+800
296
$25K 0.01%
+370
297
$25K 0.01%
+839
298
$25K 0.01%
+977
299
$23K 0.01%
+108
300
$23K 0.01%
+153
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