BWM
BigSur Wealth Management Portfolio holdings
AUM
$396M
This Quarter Return
+2.54%
1 Year Return
+20.11%
3 Year Return
+75.86%
5 Year Return
+131.17%
10 Year Return
–
AUM
$98.6M
AUM Growth
+$98.6M
(+6.7%)
Cap. Flow
-$10M
Cap. Flow
% of AUM
-10.15%
Top 10 Holdings %
Top 10 Hldgs %
54.54%
Holding
89
New
4
Increased
7
Reduced
9
Closed
2
Top Buys
| 1 |
iShares MSCI Brazil ETF
EWZ
|
$2.07M |
| 2 |
iShares Currency Hedged MSCI Eurozone ETF
HEZU
|
$414K |
| 3 |
iShares Europe ETF
IEV
|
$414K |
| 4 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$268K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$203K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$12.8M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$315K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$249K |
| 4 |
Eaton
ETN
|
$204K |
| 5 |
Walt Disney
DIS
|
$202K |
Sector Composition
| 1 | Financials | 12.38% |
| 2 | Industrials | 5.58% |
| 3 | Communication Services | 5.02% |
| 4 | Consumer Discretionary | 3.39% |
| 5 | Healthcare | 2.89% |
