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
451
$0 ﹤0.01%
+3
452
$0 ﹤0.01%
+9
453
$0 ﹤0.01%
+46
454
0
455
$0 ﹤0.01%
+2
456
$0 ﹤0.01%
+8
457
$0 ﹤0.01%
+1
458
$0 ﹤0.01%
+1