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
76
$718K 0.28%
5,600
77
$694K 0.27%
16,835
+85
78
$692K 0.27%
8,377
+1,500
79
$671K 0.26%
+10,950
80
$661K 0.26%
12,625
81
$631K 0.25%
8,060
82
$630K 0.25%
1,735
83
$612K 0.24%
19,000
84
$607K 0.24%
3,360
85
$595K 0.23%
13,000
86
$579K 0.23%
29,100
-7,500
87
$537K 0.21%
48,000
88
$507K 0.2%
30,000
89
$499K 0.19%
13,550
90
$464K 0.18%
13,470
91
$442K 0.17%
1,060
-19
92
$438K 0.17%
7,180
+2,050
93
$425K 0.17%
5,660
94
$424K 0.17%
15,000
95
$400K 0.16%
2,636
96
$394K 0.15%
7,606
+46
97
$386K 0.15%
2,150
98
$381K 0.15%
1,710
99
$361K 0.14%
16,500
100
$343K 0.13%
34,000
-14,000
2 3
4
5 6