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
$327M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$1.59M
3
+$1M
4
AVGO icon
Broadcom
AVGO
+$930K
5
AMZN icon
Amazon
AMZN
+$928K

Top Sells

1
+$5.51M
2
+$1.24M
3
+$580K
4
GE icon
GE Aerospace
GE
+$539K
5
RSPN icon
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
+$531K

Sector Composition

1 Financials 16.07%
2 Technology 11.43%
3 Consumer Discretionary 6.69%
4 Industrials 5.77%
5 Healthcare 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$29.8K 0.01%
425
-160
152
$26K 0.01%
1,000
153
– –
-977
154
– –
-2,785
155
– –
-5,505
156
– –
-1,600
157
– –
-1,103
158
– –
-11,140
159
– –
-1,832
3 4 5 6
7