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
$367M
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.96M
3
+$3.3M
4
BABA icon
Alibaba
BABA
+$2.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M

Top Sells

1
+$12.1M
2
+$7.09M
3
+$1.65M
4
V icon
Visa
V
+$1.48M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$527K

Sector Composition

1 Financials 17.17%
2 Technology 13.47%
3 Consumer Discretionary 12.8%
4 Communication Services 10.16%
5 Healthcare 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.87M 1.57%
53,291
-3,056
27
$5.6M 1.5%
274,955
-300
28
$5.2M 1.39%
55,080
+4,659
29
$4.85M 1.3%
13,236
+148
30
$4.59M 1.23%
219,200
-78,568
31
$4.15M 1.11%
273,500
+102,290
32
$3.53M 0.94%
38,111
+453
33
$3.44M 0.92%
214,258
-5,100
34
$2.84M 0.76%
56,241
+491
35
$2.72M 0.73%
24,174
+6,013
36
$2.66M 0.71%
32,944
+1,175
37
$2.22M 0.59%
40,071
+25,298
38
$2.15M 0.57%
16,823
+4,835
39
$2.09M 0.56%
209,425
-2,956
40
$1.9M 0.51%
13,250
+250
41
$1.85M 0.49%
40,252
-4,400
42
$1.72M 0.46%
7,644
-69
43
$1.57M 0.42%
45,020
44
$1.38M 0.37%
14,610
45
$1.36M 0.36%
13,090
-1,960
46
$1.35M 0.36%
26,075
47
$1.26M 0.34%
25,255
48
$1.24M 0.33%
25,617
49
$1.24M 0.33%
9,654
-4,106
50
$1.18M 0.32%
3,975
+1,400
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