BWM
BigSur Wealth Management Portfolio holdings
AUM
$396M
This Quarter Return
+5.38%
1 Year Return
+20.11%
3 Year Return
+75.86%
5 Year Return
+131.17%
10 Year Return
–
AUM
$99.5M
AUM Growth
+$99.5M
(+0.93%)
Cap. Flow
-$1.96M
Cap. Flow
% of AUM
-1.97%
Top 10 Holdings %
Top 10 Hldgs %
53.56%
Holding
95
New
8
Increased
3
Reduced
25
Closed
4
Top Buys
Top Sells
| 1 |
iShares MSCI Brazil ETF
EWZ
|
$1.39M |
| 2 |
Alibaba
BABA
|
$1.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$505K |
| 4 |
Apple
AAPL
|
$324K |
| 5 |
Bristol-Myers Squibb
BMY
|
$287K |
Sector Composition
| 1 | Financials | 12.34% |
| 2 | Industrials | 5.78% |
| 3 | Communication Services | 4.33% |
| 4 | Healthcare | 2.91% |
| 5 | Technology | 2.68% |
