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
326
$16K 0.01%
+312
327
$16K 0.01%
+900
328
$16K 0.01%
+185
329
$16K 0.01%
+148
330
$16K 0.01%
+853
331
$16K 0.01%
+212
332
$15K 0.01%
+697
333
$15K 0.01%
+90
334
$15K 0.01%
+224
335
$15K 0.01%
+1,690
336
$14K 0.01%
+138
337
$14K 0.01%
+178
338
$14K 0.01%
+428
339
$14K 0.01%
+114
340
$14K 0.01%
+440
341
$13K 0.01%
+550
342
$13K 0.01%
+402
343
$13K 0.01%
+213
344
$13K 0.01%
+510
345
$13K 0.01%
+1,100
346
$12K 0.01%
+332
347
$12K 0.01%
+1,200
348
$12K 0.01%
+199
349
$12K 0.01%
+332
350
$12K 0.01%
+350
12 13
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