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
151
$56.7K 0.01%
1,500
152
$53.8K 0.01%
750
153
$48.7K 0.01%
+1,875
154
$25.8K 0.01%
350
155
– –
-341
156
– –
-5,950
157
– –
-5,425
158
– –
-4,750
159
– –
-3,491
3 4 5 6
7