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
151
– –
-2,365
152
– –
-5,153
153
– –
-10,500
154
– –
-1,052
3 4 5 6
7