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
$528M
AUM Growth
+$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.94M
3
+$5.62M
4
AVGO icon
Broadcom
AVGO
+$5.16M
5
BUYW icon
Main BuyWrite ETF
BUYW
+$4.7M

Top Sells

1
+$4.65M
2
+$3.28M
3
+$3.06M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.84M
5
CSCO icon
Cisco
CSCO
+$853K

Sector Composition

1 Technology 14.71%
2 Financials 6.31%
3 Consumer Discretionary 3.91%
4 Communication Services 3.4%
5 Healthcare 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.21%
41,253
+2,910
52
$1.13M 0.21%
49,496
+2,687
53
$1.08M 0.2%
7,459
+205
54
$1.04M 0.2%
1,778
+31
55
$1.04M 0.2%
8,043
-36,007
56
$926K 0.18%
2,211
+83
57
$919K 0.17%
60,334
+89
58
$913K 0.17%
9,885
+319
59
$912K 0.17%
50,065
+6,563
60
$903K 0.17%
1,543
+28
61
$896K 0.17%
5,375
+75
62
$882K 0.17%
24,291
+3,491
63
$882K 0.17%
32,178
-494
64
$879K 0.17%
6,990
+419
65
$859K 0.16%
16,437
+2,588
66
$854K 0.16%
32,175
+4,900
67
$849K 0.16%
7,055
+876
68
$824K 0.16%
+88,359
69
$810K 0.15%
7,075
+510
70
$796K 0.15%
6,312
+1,354
71
$793K 0.15%
2,735
-18
72
$791K 0.15%
+49,039
73
$789K 0.15%
14,644
+2,206
74
$769K 0.15%
+29,558
75
$759K 0.14%
24,702
+4,648
1 2
3
4 5