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
376
$8K ﹤0.01%
+45
377
$8K ﹤0.01%
+16
378
$8K ﹤0.01%
+213
379
$8K ﹤0.01%
+510
380
$7K ﹤0.01%
+247
381
$7K ﹤0.01%
+83
382
$7K ﹤0.01%
+42
383
$7K ﹤0.01%
+28
384
$7K ﹤0.01%
+200
385
$7K ﹤0.01%
+252
386
$7K ﹤0.01%
+200
387
$7K ﹤0.01%
+2,000
388
$6K ﹤0.01%
+100
389
$6K ﹤0.01%
+60
390
$6K ﹤0.01%
+42
391
$6K ﹤0.01%
+105
392
$6K ﹤0.01%
+436
393
$6K ﹤0.01%
+500
394
$6K ﹤0.01%
+20
395
$5K ﹤0.01%
+53
396
$5K ﹤0.01%
+114
397
$5K ﹤0.01%
+69
398
$5K ﹤0.01%
+55
399
$5K ﹤0.01%
+213
400
$5K ﹤0.01%
+150
14 15
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