BWM
BigSur Wealth Management Portfolio holdings
AUM
$396M
This Quarter Return
-13.19%
1 Year Return
+20.11%
3 Year Return
+75.86%
5 Year Return
+131.17%
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(-12%)
Cap. Flow
+$2.56M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
55.26%
Holding
105
New
2
Increased
30
Reduced
10
Closed
8
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$612K |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$446K |
| 3 |
Johnson & Johnson
JNJ
|
$426K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$422K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$332K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$337K |
| 2 |
FedEx
FDX
|
$290K |
| 3 |
iShares MSCI Europe Small-Cap ETF
IEUS
|
$288K |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$259K |
| 5 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$243K |
Sector Composition
| 1 | Financials | 11.05% |
| 2 | Communication Services | 6.96% |
| 3 | Healthcare | 4.44% |
| 4 | Technology | 4.04% |
| 5 | Industrials | 3.78% |
