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
76
$758K 0.14%
8,504
+1,367
77
$746K 0.14%
40,760
+8,043
78
$743K 0.14%
21,968
+6,031
79
$741K 0.14%
12,602
+2,023
80
$733K 0.14%
17,492
+1,695
81
$728K 0.14%
9,108
+1,692
82
$722K 0.14%
+43,021
83
$716K 0.14%
72,273
+22,639
84
$714K 0.14%
2,892
+8
85
$703K 0.13%
+66,306
86
$688K 0.13%
17,139
+4,336
87
$686K 0.13%
7,557
+1,443
88
$685K 0.13%
+18,711
89
$647K 0.12%
19,756
+5,561
90
$632K 0.12%
3,664
-3,477
91
$609K 0.12%
979
+14
92
$586K 0.11%
4,258
-158
93
$559K 0.11%
19,318
+19
94
$535K 0.1%
13,961
-80
95
$514K 0.1%
1,096
-324
96
$490K 0.09%
246
97
$484K 0.09%
956
-6,035
98
$473K 0.09%
95
99
$464K 0.09%
+10,030
100
$459K 0.09%
6,529
-2,289
2 3
4
5 6