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
$237M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.22M
3
+$3.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.46M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.14M

Top Sells

1
+$4.73M
2
+$2.09M
3
+$1.43M
4
IRT icon
Independence Realty Trust
IRT
+$677K
5
ABT icon
Abbott
ABT
+$577K

Sector Composition

1 Technology 14.03%
2 Communication Services 5.95%
3 Financials 5.52%
4 Consumer Discretionary 5.39%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,165
77
– –
-4,664
78
– –
-6,142
79
– –
-10,535
1 2 3
4