BWM
BigSur Wealth Management Portfolio holdings
AUM
$408M
1-Year Est. Return
22.13%
1 Year Est. Return
+22.13%
AUM
$408M
AUM Growth
+$12.2M
(+3.1%)
Holding
161
Top Buys
| 1 | +$9.35M | |
| 2 | +$752K | |
| 3 | +$498K | |
| 4 |
Tesla
TSLA
|
+$441K |
| 5 |
ETHA
iShares Ethereum Trust ETF
ETHA
|
+$397K |
Top Sells
| 1 | +$4.53M | |
| 2 | +$2.15M | |
| 3 | +$1.77M | |
| 4 |
RTX Corp
RTX
|
+$1.71M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.57M |
Sector Composition
| 1 | Financials | 16.53% |
| 2 | Technology | 11.83% |
| 3 | Industrials | 7.42% |
| 4 | Communication Services | 4.63% |
| 5 | Consumer Discretionary | 4.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares US Healthcare ETF
IYH
$3.57B
| $117K | 0.03% |
2,000
-2,000
|
|
||
152
iShares MSCI ACWI ETF
ACWI
$24B
| $82.9K | 0.02% |
600
|
|
||
153
iShares MSCI South Korea ETF
EWY
$6.98B
| $60.1K | 0.01% |
750
|
|
||
154
Innovator US Equity Power Buffer ETF May
PMAY
$611M
| $58.3K | 0.01% |
1,500
|
|
||
155
iShares MSCI Pacific ex Japan ETF
EPP
$1.73B
| $50.5K | 0.01% |
980
-750
|
|
||
156
VanEck Agribusiness ETF
MOO
$596M
| $25.7K | 0.01% |
350
|
|
||
157
WisdomTree Japan Hedged Equity Fund
DXJ
$4.83B
| $23K | 0.01% |
+180
|
|
||
158
Blackrock
BLK
$162B
| – | – |
-489
|
|
||
159
iShares MSCI Singapore ETF
EWS
$838M
| – | – |
-1,875
|
|
||
160
iShares Global Consumer Staples ETF
KXI
$900M
| – | – |
-1,600
|
|