BWM

Bulltick Wealth Management Portfolio holdings

AUM $471M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
+$11.8M
2
+$9.98M
3
+$8.77M
4
BABA icon
Alibaba
BABA
+$3.5M
5
COIN icon
Coinbase
COIN
+$3.06M

Top Sells

1
+$10.1M
2
+$3.09M
3
+$2.26M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$1.92M
5
T icon
AT&T
T
+$1.4M

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 1.99%
91,044
+5,234
27
$8.08M 1.9%
147,497
-7,418
28
$7.83M 1.84%
13,366
+1,165
29
$7.8M 1.83%
18,173
+3,594
30
$7.8M 1.83%
70,600
-17,398
31
$6.28M 1.48%
288,804
-61,563
32
$6.16M 1.45%
159,005
+5,477
33
$4.85M 1.14%
93,658
34
$2.99M 0.7%
+11,791
35
$2.85M 0.67%
19,907
+17,401
36
$2.54M 0.6%
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 0.33%
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 0.26%
3,955
46
$1.08M 0.25%
154,648
+70,000
47
$1.04M 0.25%
+9,255
48
$1.03M 0.24%
20,201
49
$1.01M 0.24%
41,755
50
$970K 0.23%
14,429
+592
1
2
3 4 5