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
351
$11K 0.01%
+365
352
$11K 0.01%
+255
353
$11K 0.01%
+130
354
$11K 0.01%
+106
355
$11K 0.01%
+240
356
$11K 0.01%
+58
357
$11K 0.01%
+1
358
$10K ﹤0.01%
+160
359
$10K ﹤0.01%
+27
360
$10K ﹤0.01%
+63
361
$10K ﹤0.01%
+27
362
$10K ﹤0.01%
+799
363
$10K ﹤0.01%
+200
364
$10K ﹤0.01%
+180
365
$9K ﹤0.01%
+224
366
$9K ﹤0.01%
+160
367
$9K ﹤0.01%
+64
368
$9K ﹤0.01%
+161
369
$9K ﹤0.01%
+24
370
$9K ﹤0.01%
+165
371
$9K ﹤0.01%
+104
372
$9K ﹤0.01%
+215
373
$9K ﹤0.01%
+318
374
$8K ﹤0.01%
+179
375
$8K ﹤0.01%
+150
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