SLWA

San Luis Wealth Advisors Portfolio holdings

AUM $597M
1-Year Est. Return 13.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
-$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$41.3M
2
+$2.95M
3
+$2.83M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.07M
5
MMM icon
3M
MMM
+$1.69M

Top Sells

1
+$7.64M
2
+$7.42M
3
+$5.1M
4
IDU icon
iShares US Utilities ETF
IDU
+$3.37M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.27M

Sector Composition

1 Technology 15.71%
2 Communication Services 6.34%
3 Consumer Discretionary 5.47%
4 Financials 4.59%
5 Healthcare 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
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