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
$283M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.18M
3
+$3.89M
4
SCHW icon
Charles Schwab
SCHW
+$2.82M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$2.62M

Top Sells

1
+$4.47M
2
+$2.5M
3
+$1.86M
4
KMB icon
Kimberly-Clark
KMB
+$1.86M
5
GLW icon
Corning
GLW
+$1.74M

Sector Composition

1 Technology 18.74%
2 Consumer Discretionary 10.32%
3 Financials 10.14%
4 Industrials 7.05%
5 Communication Services 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$391K 0.14%
2,575
-465
127
$390K 0.14%
23,485
-4,306
128
$389K 0.14%
26,385
+1,386
129
$386K 0.14%
3,939
+612
130
$385K 0.14%
2,000
-1,308
131
$383K 0.14%
8,455
+1,867
132
$364K 0.13%
+7,400
133
$358K 0.13%
6,730
-21
134
$350K 0.12%
10,457
-1,104
135
$350K 0.12%
2,062
-415
136
$337K 0.12%
740
+198
137
$332K 0.12%
1,705
-213
138
$326K 0.12%
955
-144
139
$326K 0.12%
+1,843
140
$324K 0.11%
+851
141
$322K 0.11%
4,431
+211
142
$304K 0.11%
+6,805
143
$293K 0.1%
3,953
-856
144
$281K 0.1%
2,861
-76
145
$280K 0.1%
15,795
+1,146
146
$276K 0.1%
4,172
147
$275K 0.1%
7,750
148
$249K 0.09%
+1,773
149
$239K 0.08%
2,411
-413
150
$237K 0.08%
1,989
-15
4 5
6
7 8