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
$426M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.5M
3
+$5.46M
4
PYPL icon
PayPal
PYPL
+$5.25M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.6M

Top Sells

1
+$5.83M
2
+$4.48M
3
+$4.4M
4
AAPL icon
Apple
AAPL
+$3.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.37M

Sector Composition

1 Technology 10.94%
2 Financials 10.9%
3 Communication Services 8.43%
4 Healthcare 8.32%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.73M 1.58%
14,009
+2,581
27
$6.65M 1.56%
+200,450
28
$6.37M 1.5%
187,410
-825
29
$6.24M 1.46%
20,210
-2,210
30
$5.77M 1.35%
62,030
-2,836
31
$5.48M 1.29%
33,117
-1,235
32
$5.07M 1.19%
60,839
-14,817
33
$4.99M 1.17%
7,220
34
$4.91M 1.15%
38,330
-220
35
$4.73M 1.11%
78,274
+260
36
$4.56M 1.07%
60,219
+46,278
37
$4.53M 1.06%
38,088
+25,515
38
$4.43M 1.04%
40,119
-11,970
39
$4.43M 1.04%
59,679
+43,229
40
$4.38M 1.03%
3,697
-55
41
$4.02M 0.94%
41,663
+36,663
42
$3.64M 0.85%
54,619
+37,449
43
$3.36M 0.79%
31,073
-15,116
44
$3.13M 0.73%
23,193
+14,563
45
$2.97M 0.7%
11,361
-11,024
46
$2.5M 0.59%
40,474
+27,324
47
$2.43M 0.57%
28,550
+16,409
48
$2.32M 0.54%
+33,482
49
$2.22M 0.52%
5,654
-547
50
$1.94M 0.46%
19,628
+10,144
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