SLWA

San Luis Wealth Advisors Portfolio holdings

AUM $604M
1-Year Est. Return 15.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.93%
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
+$7.73M
2
+$5.95M
3
+$5.9M
4
BUYW icon
Main BuyWrite ETF
BUYW
+$4.71M
5
AVGO icon
Broadcom
AVGO
+$4.12M

Top Sells

1
+$4.72M
2
+$3.47M
3
+$3.43M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.85M
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
151
– –
-48,816
152
– –
-2,365
153
– –
-5,153
154
– –
-10,500
3 4 5 6
7