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
$107M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$9.18M
2
+$4.03M
3
+$2.64M
4
BR icon
Broadridge
BR
+$1.95M
5
SWKS icon
Skyworks Solutions
SWKS
+$1.36M

Top Sells

1
+$12.6M
2
+$2.29M
3
+$1.64M
4
DBA icon
Invesco DB Agriculture Fund
DBA
+$1.58M
5
CB icon
Chubb
CB
+$693K

Sector Composition

1 Financials 17.97%
2 Technology 13.37%
3 Communication Services 12.07%
4 Energy 6.91%
5 Industrials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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83
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85
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86
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88
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4