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
101
$452K 0.09%
2,536
-40
102
$447K 0.08%
2,665
+137
103
$431K 0.08%
5,989
+583
104
$431K 0.08%
2,645
+3
105
$427K 0.08%
7,146
-4,353
106
$427K 0.08%
1,798
107
$411K 0.08%
+4,610
108
$406K 0.08%
1,695
109
$401K 0.08%
4,011
-450
110
$383K 0.07%
711
+108
111
$370K 0.07%
3,061
+6
112
$355K 0.07%
20,067
+237
113
$355K 0.07%
6,687
+540
114
$331K 0.06%
1,639
+3
115
$330K 0.06%
2,588
+178
116
$323K 0.06%
1,136
+1
117
$310K 0.06%
1,381
+17
118
$307K 0.06%
1,177
+7
119
$307K 0.06%
1,060
+16
120
$301K 0.06%
1,958
-5
121
$294K 0.06%
5,602
122
$286K 0.05%
454
+1
123
$277K 0.05%
1,488
124
$272K 0.05%
2,991
-78
125
$271K 0.05%
2,400
-45
3 4
5
6 7