SLWA
San Luis Wealth Advisors Portfolio holdings
AUM
$555M
1-Year Est. Return
12.32%
1 Year Est. Return
+12.32%
AUM
$555M
AUM Growth
+$89.3M
(+19%)
Holding
179
Top Buys
| 1 | +$24.3M | |
| 2 | +$7.1M | |
| 3 | +$7.03M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$4.68M |
| 5 |
iShares Core Dividend ETF
DIVB
|
+$4.21M |
Top Sells
| 1 | +$14.9M | |
| 2 | +$7.71M | |
| 3 | +$5.72M | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$3.29M |
| 5 |
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
|
+$1.57M |
Sector Composition
| 1 | Technology | 16.8% |
| 2 | Financials | 5.9% |
| 3 | Communication Services | 4.76% |
| 4 | Consumer Discretionary | 4.53% |
| 5 | Consumer Staples | 2.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Lucid Motors
LCID
$4.18B
| – | – |
-1,885
|
|
||
177
PayPal
PYPL
$58.9B
| – | – |
-2,891
|
|
||
178
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.92B
| – | – |
-656,737
|
|
||
|
179
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.44B
| – | – |
-15,548
|
|