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

Top Buys

1
+$11.4M
2
+$6.11M
3
+$3.5M
4
SCHW icon
Charles Schwab
SCHW
+$2.62M
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$2.54M

Top Sells

1
+$3.51M
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
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