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
$333M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.75M
3
+$2.2M
4
UNH icon
UnitedHealth
UNH
+$2.11M
5
MU icon
Micron Technology
MU
+$1.47M

Top Sells

1
+$5.51M
2
+$5.5M
3
+$4.19M
4
MSFT icon
Microsoft
MSFT
+$3.77M
5
T icon
AT&T
T
+$3.69M

Sector Composition

1 Financials 17.45%
2 Technology 12.51%
3 Consumer Discretionary 12.16%
4 Communication Services 9.08%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.65M 1.7%
20,514
+7,278
27
$5.01M 1.51%
412,880
+139,380
28
$4.97M 1.49%
274,955
29
$4.88M 1.47%
44,396
-8,895
30
$4.76M 1.43%
50,498
-4,582
31
$3.27M 0.98%
65,348
+25,277
32
$3.25M 0.98%
38,111
33
$3.08M 0.93%
272,238
+57,980
34
$2.96M 0.89%
+59,458
35
$2.77M 0.83%
56,241
36
$2.58M 0.78%
24,697
+523
37
$2.51M 0.75%
33,044
+100
38
$2.35M 0.71%
20,794
+3,971
39
$2.3M 0.69%
4,560
+4,020
40
$1.8M 0.54%
13,310
+60
41
$1.63M 0.49%
39,146
-1,106
42
$1.62M 0.49%
5,688
+4,137
43
$1.38M 0.42%
45,020
44
$1.28M 0.38%
26,075
45
$1.27M 0.38%
25,255
46
$1.21M 0.36%
25,617
47
$1.21M 0.36%
13,090
48
$1.17M 0.35%
36,500
49
$1.16M 0.35%
14,610
50
$1.08M 0.32%
12,788
+5,200
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2
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