BWM

BigSur Wealth Management Portfolio holdings

AUM $412M
1-Year Est. Return 23.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.53M
3
+$1.51M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.37M
5
LLY icon
Eli Lilly
LLY
+$1.24M

Top Sells

1
+$3.81M
2
+$1.15M
3
+$1.08M
4
IWV icon
iShares Russell 3000 ETF
IWV
+$1.07M
5
TSLA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$440K 0.11%
11,000
127
$435K 0.11%
5,260
128
$426K 0.11%
+3,000
129
$413K 0.1%
1,158
+37
130
$409K 0.1%
2,250
131
$312K 0.08%
1,428
-95
132
$296K 0.07%
4,000
133
$296K 0.07%
631
+83
134
$286K 0.07%
4,000
135
$285K 0.07%
3,000
136
$284K 0.07%
1,600
137
$274K 0.07%
2,013
-4
138
$271K 0.07%
1,700
-3,500
139
$269K 0.07%
5,600
140
$256K 0.06%
1,120
141
$232K 0.06%
1,800
142
$231K 0.06%
8,000
143
$226K 0.06%
4,000
144
$205K 0.05%
1,597
145
$170K 0.04%
+2,690
146
$164K 0.04%
4,154
-170
147
$108K 0.03%
12,986
-5,579
148
$105K 0.03%
1,600
149
$85.4K 0.02%
1,730
150
$77.2K 0.02%
600
3 4 5
6
7