BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$8.49M
3
+$8.44M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
WHR icon
Whirlpool
WHR
+$2.26M

Top Sells

1
+$5.26M
2
+$5.17M
3
+$3.78M
4
JPM icon
JPMorgan Chase
JPM
+$2.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.57M

Sector Composition

1 Technology 13.02%
2 Consumer Discretionary 12.51%
3 Financials 10.6%
4 Communication Services 6.58%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.95M 2.21%
10,538
+221
27
$7.37M 2.05%
49,000
28
$5.8M 1.61%
12,201
+136
29
$5.8M 1.61%
14,579
+8,640
30
$5.21M 1.45%
153,528
-4,000
31
$4.85M 1.35%
93,658
32
$2.26M 0.63%
+10,270
33
$1.2M 0.33%
+24,489
34
$1.15M 0.32%
9,183
-3,602
35
$1.12M 0.31%
41,755
36
$1.06M 0.29%
3,594
+1,013
37
$1.03M 0.28%
20,201
-10,996
38
$1.01M 0.28%
3,955
-2,275
39
$919K 0.26%
4,978
-491
40
$892K 0.25%
27,424
+1,424
41
$872K 0.24%
13,837
+1,337
42
$871K 0.24%
14,075
43
$846K 0.24%
15,864
44
$780K 0.22%
6,846
-54
45
$753K 0.21%
9,700
-124
46
$700K 0.19%
4,379
+30
47
$697K 0.19%
+1,527
48
$675K 0.19%
84,648
49
$623K 0.17%
4,092
-19,009
50
$547K 0.15%
7,099
+716
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