BWM

BigSur Wealth Management Portfolio holdings

AUM $408M
1-Year Est. Return 22.13%
This Quarter Est. Return
1 Year Est. Return
+22.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.05M
3
+$1.02M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$988K
5
DHR icon
Danaher
DHR
+$881K

Top Sells

1
+$1.06M
2
+$1.03M
3
+$796K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$717K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$650K

Sector Composition

1 Financials 14.8%
2 Healthcare 7.27%
3 Consumer Discretionary 5.97%
4 Technology 5.45%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 1.13%
25,052
+1,200
27
$2.87M 1.12%
28,995
+51
28
$2.69M 1.05%
32,528
+33
29
$2.55M 0.99%
13,090
30
$2.5M 0.98%
7,585
+1,200
31
$2.33M 0.91%
7,785
+73
32
$2.28M 0.89%
31,008
33
$2.17M 0.85%
75,549
34
$2.12M 0.83%
46,018
35
$2.08M 0.81%
18,750
36
$1.97M 0.77%
69,275
37
$1.97M 0.77%
72,000
38
$1.93M 0.75%
18,780
39
$1.93M 0.75%
11,900
+700
40
$1.87M 0.73%
35,420
41
$1.84M 0.72%
34,250
42
$1.81M 0.7%
17,000
43
$1.73M 0.67%
6,644
+3,384
44
$1.69M 0.66%
3,322
+53
45
$1.66M 0.64%
22,500
46
$1.58M 0.62%
5,123
+113
47
$1.48M 0.58%
29,050
48
$1.47M 0.57%
10,900
49
$1.45M 0.57%
14,010
50
$1.45M 0.57%
7,595
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