BWM
BigSur Wealth Management Portfolio holdings
AUM
$396M
This Quarter Return
+10.88%
1 Year Return
+20.11%
3 Year Return
+75.86%
5 Year Return
+131.17%
10 Year Return
–
AUM
$319M
AUM Growth
+$319M
(+52%)
Cap. Flow
+$90.2M
Cap. Flow
% of AUM
28.27%
Top 10 Holdings %
Top 10 Hldgs %
37.11%
Holding
149
New
33
Increased
56
Reduced
15
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$6.34M |
| 2 |
JPMorgan Chase
JPM
|
$6.04M |
| 3 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$4.95M |
| 4 |
Apple
AAPL
|
$3.66M |
| 5 |
Palo Alto Networks
PANW
|
$3.35M |
Top Sells
| 1 |
Walt Disney
DIS
|
$966K |
| 2 |
AbbVie
ABBV
|
$767K |
| 3 |
iShares Russell 3000 ETF
IWV
|
$450K |
| 4 |
Qualcomm
QCOM
|
$339K |
| 5 |
Establishment Labs
ESTA
|
$257K |
Sector Composition
| 1 | Financials | 17.63% |
| 2 | Technology | 9.73% |
| 3 | Consumer Discretionary | 6.49% |
| 4 | Healthcare | 6.12% |
| 5 | Industrials | 5.86% |
