BWM
BigSur Wealth Management Portfolio holdings
AUM
$396M
This Quarter Return
+8.61%
1 Year Return
+20.11%
3 Year Return
+75.86%
5 Year Return
+131.17%
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+10%)
Cap. Flow
+$4.1M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
42.62%
Holding
133
New
23
Increased
32
Reduced
25
Closed
4
Top Buys
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$3.8M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.54M |
| 3 |
Amazon
AMZN
|
$1.73M |
| 4 |
Qualcomm
QCOM
|
$1.09M |
| 5 |
Palantir
PLTR
|
$878K |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$6.55M |
| 2 |
Establishment Labs
ESTA
|
$2.19M |
| 3 |
iShares Biotechnology ETF
IBB
|
$1.39M |
| 4 |
Apple
AAPL
|
$690K |
| 5 |
Invesco Aerospace & Defense ETF
PPA
|
$582K |
Sector Composition
| 1 | Financials | 12.22% |
| 2 | Healthcare | 7.34% |
| 3 | Communication Services | 5.94% |
| 4 | Technology | 5.45% |
| 5 | Industrials | 5.32% |
