BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.2M
3
+$2.53M
4
TSLA icon
Tesla
TSLA
+$2.31M
5
DIS icon
Walt Disney
DIS
+$2.21M

Top Sells

1
+$6.37M
2
+$4.97M
3
+$3.05M
4
BX icon
Blackstone
BX
+$2.36M
5
BLK icon
Blackrock
BLK
+$2.21M

Sector Composition

1 Financials 14.56%
2 Technology 11.53%
3 Consumer Discretionary 9.59%
4 Communication Services 8.52%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.57M 1.58%
75,016
-31,763
27
$5.16M 1.46%
7,276
-3,120
28
$4.22M 1.2%
35,046
-10,127
29
$4.16M 1.18%
36,128
-1,410
30
$3.49M 0.99%
38,320
+209
31
$3.27M 0.93%
57,494
-1,964
32
$3.16M 0.9%
296,738
+24,500
33
$2.99M 0.85%
204,480
-208,400
34
$2.8M 0.8%
56,241
35
$2.69M 0.76%
32,669
-375
36
$2.57M 0.73%
4,841
+281
37
$2.31M 0.66%
+18,765
38
$2.01M 0.57%
5,785
+97
39
$1.99M 0.56%
18,085
-2,709
40
$1.41M 0.4%
28,206
-37,142
41
$1.39M 0.4%
+18,511
42
$1.38M 0.39%
28,887
+3,270
43
$1.35M 0.38%
26,075
44
$1.32M 0.38%
14,610
45
$1.28M 0.36%
9,533
-15,164
46
$1.27M 0.36%
25,255
47
$1.23M 0.35%
36,500
48
$1.22M 0.35%
13,098
+8
49
$1.13M 0.32%
+14,550
50
$1.1M 0.31%
28,500
-16,520
1
2
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