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
51
$1.42M 0.55%
10,442
-50
52
$1.39M 0.54%
7,859
+624
53
$1.38M 0.54%
4,900
+2,900
54
$1.37M 0.53%
12,307
55
$1.33M 0.52%
18,000
56
$1.32M 0.52%
8,500
57
$1.25M 0.49%
8,200
58
$1.19M 0.46%
5,600
59
$1.19M 0.46%
5,340
60
$1.15M 0.45%
2,000
+1,500
61
$1.15M 0.45%
4,639
62
$1.11M 0.43%
2,520
-167
63
$1.08M 0.42%
21,214
+3,047
64
$1.06M 0.41%
4,180
65
$1.06M 0.41%
23,550
+7,000
66
$1.03M 0.4%
3,768
+11
67
$999K 0.39%
9,180
+4,000
68
$987K 0.38%
2,206
-694
69
$964K 0.38%
12,676
70
$935K 0.36%
5,000
71
$882K 0.34%
11,100
72
$831K 0.32%
11,667
73
$784K 0.31%
+11,380
74
$764K 0.3%
1,000
+17
75
$723K 0.28%
25,000
1 2
3
4 5