SLWA
San Luis Wealth Advisors Portfolio holdings
AUM
$465M
This Quarter Return
+25.85%
1 Year Return
+11.37%
3 Year Return
+53.44%
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.1%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.4M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$7.53M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$6.14M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.89M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$5.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.18% |
| 2 | Consumer Discretionary | 10.55% |
| 3 | Energy | 5.19% |
| 4 | Consumer Staples | 5.17% |
| 5 | Financials | 4.22% |
