BWM
BigSur Wealth Management Portfolio holdings
AUM
$396M
1-Year Return
20.11%
This Quarter Return
+0.43%
1 Year Return
+20.11%
3 Year Return
+75.86%
5 Year Return
+131.17%
10 Year Return
–
AUM
$369M
AUM Growth
+$19.2M
(+5.5%)
Cap. Flow
+$24.1M
Cap. Flow
% of AUM
6.53%
Top 10 Holdings %
Top 10 Hldgs %
38.16%
Holding
160
New
8
Increased
38
Reduced
27
Closed
8
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$12M |
| 2 |
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
|
$2.06M |
| 3 |
iShares Bitcoin Trust
IBIT
|
$1.99M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
$1.84M |
| 5 |
Meta Platforms (Facebook)
META
|
$1.38M |
Top Sells
| 1 |
Apple
AAPL
|
$1.24M |
| 2 |
Cisco
CSCO
|
$771K |
| 3 |
Vista Energy
VIST
|
$758K |
| 4 |
Burford Capital
BUR
|
$638K |
| 5 |
Mercado Libre
MELI
|
$595K |
Sector Composition
| 1 | Financials | 20.34% |
| 2 | Technology | 10.5% |
| 3 | Industrials | 6.97% |
| 4 | Consumer Discretionary | 4.95% |
| 5 | Healthcare | 4.53% |
