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
$198M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.03M
2 +$474K
3 +$414K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$386K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$257K

Top Sells

1 +$951K
2 +$719K
3 +$681K
4
VZ icon
Verizon
VZ
+$615K
5
ITB icon
iShares US Home Construction ETF
ITB
+$560K

Sector Composition

1 Financials 16.12%
2 Technology 6.95%
3 Healthcare 6.56%
4 Consumer Discretionary 5.77%
5 Industrials 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-16,534