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
$223M
AUM Growth
+$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$1.15M
3
+$1.04M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$918K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$875K

Top Sells

1
+$1.8M
2
+$1.01M
3
+$978K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$800K
5
PANW icon
Palo Alto Networks
PANW
+$623K

Sector Composition

1 Financials 12%
2 Healthcare 6.91%
3 Consumer Discretionary 6.42%
4 Industrials 5.85%
5 Technology 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,870
127
– –
-1,110
2 3 4 5
6