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
$435M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.9M
3
+$5.04M
4
BIDU icon
Baidu
BIDU
+$2.81M
5
COF icon
Capital One
COF
+$2M

Top Sells

1
+$2.64M
2
+$1.64M
3
+$1.58M
4
MS icon
Morgan Stanley
MS
+$1.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$660K

Sector Composition

1 Financials 12.83%
2 Technology 11.85%
3 Consumer Discretionary 10.84%
4 Communication Services 10.6%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.03M 1.82%
146,950
-547
27
$7.99M 1.81%
53,705
-2,270
28
$7.68M 1.74%
42,318
-1,575
29
$7.54M 1.71%
13,088
-278
30
$7.07M 1.61%
91,544
+500
31
$6.35M 1.44%
151,730
-7,275
32
$5.74M 1.3%
281,535
-7,269
33
$5.18M 1.18%
12,038
-6,135
34
$4.84M 1.1%
93,658
35
$3.79M 0.86%
29,409
+9,502
36
$2.81M 0.64%
+18,292
37
$2.49M 0.57%
9,642
-15
38
$2.42M 0.55%
14,812
-1,501
39
$2M 0.45%
+12,335
40
$1.75M 0.4%
26,075
41
$1.55M 0.35%
9,186
+1,231
42
$1.48M 0.34%
224,648
+70,000
43
$1.46M 0.33%
4,306
+712
44
$1.26M 0.29%
13,100
+9,100
45
$1.1M 0.25%
+114,406
46
$1.05M 0.24%
4,598
-7,193
47
$1.03M 0.23%
9,557
+302
48
$1.01M 0.23%
7,935
-5,168
49
$987K 0.22%
41,755
50
$976K 0.22%
14,879
+450
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