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
$490M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.25M
3
+$6.3M
4
DIS icon
Walt Disney
DIS
+$4.24M
5
NVDA icon
NVIDIA
NVDA
+$3.37M

Top Sells

1
+$7.21M
2
+$6.35M
3
+$4.73M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.2M
5
BIDU icon
Baidu
BIDU
+$798K

Sector Composition

1 Financials 14.79%
2 Communication Services 12.15%
3 Consumer Discretionary 11.39%
4 Technology 11.38%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.92M 1.57%
146,950
27
$7.75M 1.53%
23,038
+18,732
28
$7.55M 1.49%
15,839
+3,801
29
$7.42M 1.47%
13,088
30
$6.85M 1.36%
62,076
-10,834
31
$6.72M 1.33%
57,983
+4,278
32
$6.29M 1.24%
88,106
-3,438
33
$5.66M 1.12%
36,528
+27,342
34
$5.3M 1.05%
285,057
+3,522
35
$4.67M 0.92%
91,489
-2,169
36
$3.81M 0.75%
129,390
+114,750
37
$2.89M 0.57%
27,173
+14,073
38
$2.71M 0.54%
7,680
-1,962
39
$2.37M 0.47%
+40,500
40
$2.35M 0.46%
14,811
-1
41
$2.28M 0.45%
+14,610
42
$2.04M 0.4%
14,090
+1,755
43
$1.92M 0.38%
12,927
-5,365
44
$1.86M 0.37%
225,895
+111,489
45
$1.77M 0.35%
26,075
46
$1.6M 0.32%
9,290
+6,190
47
$1.55M 0.31%
33,231
+14,806
48
$1.52M 0.3%
224,648
49
$1.44M 0.29%
5,710
+1,112
50
$1.29M 0.26%
9,557
1
2
3 4 5