BWM
BigSur Wealth Management Portfolio holdings
AUM
$408M
1-Year Est. Return
22.13%
1 Year Est. Return
+22.13%
AUM
$396M
AUM Growth
+$27M
(+7.3%)
Holding
160
Top Buys
| 1 | +$3.03M | |
| 2 | +$2.15M | |
| 3 | +$1.65M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.31M |
| 5 |
Eli Lilly
LLY
|
+$1.25M |
Top Sells
| 1 | +$3.64M | |
| 2 | +$1.16M | |
| 3 | +$1.16M | |
| 4 |
SLB Ltd
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Innovator US Equity Power Buffer ETF May
PMAY
$611M
| $56.7K | 0.01% |
1,500
|
|
||
152
iShares MSCI South Korea ETF
EWY
$6.98B
| $53.8K | 0.01% |
750
|
|
||
153
iShares MSCI Singapore ETF
EWS
$838M
| $48.7K | 0.01% |
+1,875
|
|
||
154
VanEck Agribusiness ETF
MOO
$596M
| $25.8K | 0.01% |
350
|
|
||
155
ASML
ASML
$411B
| – | – |
-341
|
|
||
156
Walt Disney
DIS
$187B
| – | – |
-5,950
|
|
||
157
PayPal
PYPL
$58.7B
| – | – |
-5,425
|
|
||
158
State Street SPDR S&P Dividend ETF
SDY
$20.1B
| – | – |
-4,750
|
|
||
|
159
Tesla
TSLA
$1.43T
| – | – |
-3,491
|
|