BWM

BigSur Wealth Management Portfolio holdings

AUM $412M
1-Year Est. Return 23.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$5.31M
3 +$3.15M
4
EWG icon
iShares MSCI Germany ETF
EWG
+$2.37M
5
AAPL icon
Apple
AAPL
+$2.3M

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.55%
2 Industrials 6.88%
3 Communication Services 5.4%
4 Technology 3.84%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.27%
+2,940
77
$193K 0.26%
+12,623
78
$51K 0.07%
+15,680