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
126
$267K 0.05%
3,146
-4
127
$259K 0.05%
937
+3
128
$257K 0.05%
1,210
+4
129
$247K 0.05%
845
+2
130
$244K 0.05%
1,089
+62
131
$238K 0.05%
2,946
-38
132
$237K 0.04%
693
-25
133
$227K 0.04%
436
134
$218K 0.04%
438
+1
135
$214K 0.04%
1,478
-38
136
$206K 0.04%
1,837
+18
137
$206K 0.04%
1,356
+18
138
$162K 0.03%
13,555
+212
139
$128K 0.02%
18,944
+264
140
$122K 0.02%
14,294
+111
141
$57K 0.01%
1,886
-148
142
$41K 0.01%
10,251
143
$21K ﹤0.01%
+667
144
– –
-83,116
145
– –
-10,685
146
– –
-10,851
147
– –
-16,030
148
– –
-584
149
– –
-820
150
– –
-48,816
3 4 5
6
7