BWM

Bulltick Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$8.45M
4
BABA icon
Alibaba
BABA
+$3.57M
5
COIN icon
Coinbase
COIN
+$2.99M

Top Sells

1
+$10.1M
2
+$3.27M
3
+$2.26M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.92M
5
T icon
AT&T
T
+$1.34M

Sector Composition

1 Financials 13.69%
2 Technology 12.18%
3 Consumer Discretionary 10.33%
4 Communication Services 6.42%
5 Healthcare 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.48M 1.96%
91,044
+5,234
27
$8.08M 1.87%
147,497
-7,418
28
$7.83M 1.81%
13,366
+1,165
29
$7.8M 1.8%
18,173
+3,594
30
$7.8M 1.8%
70,600
-17,398
31
$6.28M 1.45%
288,804
-61,563
32
$6.16M 1.42%
159,005
+5,477
33
$4.85M 1.12%
93,658
34
$2.99M 0.69%
+11,791
35
$2.85M 0.66%
19,907
+17,401
36
$2.54M 0.59%
16,313
+12,221
37
$2.19M 0.51%
+9,657
38
$1.71M 0.4%
99,933
+89,430
39
$1.68M 0.39%
26,075
+12,000
40
$1.68M 0.39%
13,103
+3,920
41
$1.4M 0.32%
7,955
+2,977
42
$1.25M 0.29%
3,594
43
$1.15M 0.27%
+12,522
44
$1.1M 0.26%
+7,211
45
$1.1M 0.25%
3,955
46
$1.08M 0.25%
154,648
+70,000
47
$1.04M 0.24%
+9,255
48
$1.03M 0.24%
20,201
49
$1.01M 0.23%
41,755
50
$970K 0.22%
14,429
+592
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