BWM

BigSur Wealth Management Portfolio holdings

AUM $356M
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$699K
3
+$446K
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$374K
5
TSLA icon
Tesla
TSLA
+$344K

Top Sells

1
+$4.36M
2
+$2.16M
3
+$1.59M
4
RTX icon
RTX Corp
RTX
+$1.59M
5
AAPL icon
Apple
AAPL
+$1.57M

Sector Composition

1 Financials 16.53%
2 Technology 11.83%
3 Industrials 7.42%
4 Communication Services 4.63%
5 Consumer Discretionary 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.52%
23,000
52
$2.14M 0.52%
4,280
53
$2.11M 0.52%
40,850
54
$2.07M 0.51%
31,750
-500
55
$1.93M 0.47%
32,573
56
$1.89M 0.46%
51,978
57
$1.88M 0.46%
6,712
-321
58
$1.83M 0.45%
11,782
59
$1.79M 0.44%
2,340
+140
60
$1.76M 0.43%
8,500
61
$1.61M 0.39%
5,291
62
$1.6M 0.39%
4,700
63
$1.6M 0.39%
16,067
-9,796
64
$1.58M 0.39%
18,000
65
$1.57M 0.38%
7,466
66
$1.55M 0.38%
2,585
+50
67
$1.53M 0.38%
13,598
-4,000
68
$1.53M 0.38%
18,101
+101
69
$1.53M 0.38%
4,653
70
$1.5M 0.37%
22,820
-5,600
71
$1.5M 0.37%
5,778
72
$1.47M 0.36%
4,310
73
$1.47M 0.36%
30,810
-13,600
74
$1.27M 0.31%
32,500
75
$1.19M 0.29%
8,250
1 2
3
4 5