BWM
BigSur Wealth Management Portfolio holdings
AUM
$396M
1-Year Return
20.11%
This Quarter Return
+9.82%
1 Year Return
+20.11%
3 Year Return
+75.86%
5 Year Return
+131.17%
10 Year Return
–
AUM
$396M
AUM Growth
+$27M
(+7.3%)
Cap. Flow
-$768K
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
37.26%
Holding
160
New
8
Increased
32
Reduced
40
Closed
6
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$3.03M |
| 2 |
UnitedHealth
UNH
|
$2.15M |
| 3 |
iShares Bitcoin Trust
IBIT
|
$1.65M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.31M |
| 5 |
Eli Lilly
LLY
|
$1.25M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.64M |
| 2 |
SPDR Gold Trust
GLD
|
$1.16M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$1.16M |
| 4 |
Schlumberger
SLB
|
$1.06M |
| 5 |
Tesla
TSLA
|
$905K |
Sector Composition
| 1 | Financials | 18.52% |
| 2 | Technology | 11.48% |
| 3 | Industrials | 7.7% |
| 4 | Consumer Discretionary | 4.44% |
| 5 | Healthcare | 4.37% |
