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
401
$5K ﹤0.01%
+59
402
$5K ﹤0.01%
+50
403
$5K ﹤0.01%
+35
404
$5K ﹤0.01%
+102
405
$5K ﹤0.01%
+1,500
406
$4K ﹤0.01%
+25
407
$4K ﹤0.01%
+134
408
$4K ﹤0.01%
+9
409
$4K ﹤0.01%
+25
410
$4K ﹤0.01%
+100
411
$4K ﹤0.01%
+29
412
$4K ﹤0.01%
+94
413
$4K ﹤0.01%
+1,000
414
$4K ﹤0.01%
+136
415
$4K ﹤0.01%
+76
416
$4K ﹤0.01%
+100
417
$4K ﹤0.01%
+43
418
$3K ﹤0.01%
+53
419
$3K ﹤0.01%
+56
420
$2K ﹤0.01%
+45
421
$2K ﹤0.01%
+22
422
$2K ﹤0.01%
+100
423
$2K ﹤0.01%
+300
424
$2K ﹤0.01%
+1,000
425
$1K ﹤0.01%
+50
15 16
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