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
$402M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$5.01M
3
+$3.43M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.34M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.22M

Top Sells

1
+$4.53M
2
+$3.94M
3
+$3.62M
4
UNH icon
UnitedHealth
UNH
+$3.25M
5
AMZN icon
Amazon
AMZN
+$2.97M

Sector Composition

1 Financials 11.39%
2 Technology 10.39%
3 Healthcare 8.84%
4 Consumer Discretionary 7.7%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.46M 1.61%
70,713
+51,085
27
$6.13M 1.53%
57,215
-4,815
28
$6.08M 1.51%
19,795
-415
29
$6M 1.49%
179,410
-8,000
30
$5.78M 1.44%
180,040
-20,410
31
$5.6M 1.39%
590,560
-382,680
32
$5.47M 1.36%
35,095
+1,978
33
$5.16M 1.29%
34,607
+31,680
34
$5.03M 1.25%
36,655
-1,675
35
$4.67M 1.16%
50,996
+9,333
36
$4.48M 1.12%
3,537
-160
37
$4.4M 1.1%
54,363
+41,240
38
$4.39M 1.09%
6,790
-430
39
$4.26M 1.06%
56,734
-3,485
40
$4.19M 1.04%
20,955
+15,541
41
$3.74M 0.93%
7,410
-6,599
42
$3.3M 0.82%
32,308
+1,235
43
$3.2M 0.8%
+28,647
44
$2.92M 0.73%
11,665
+304
45
$2.69M 0.67%
41,774
-36,500
46
$2.6M 0.65%
39,343
-20,336
47
$2.59M 0.64%
40,749
-13,870
48
$2.47M 0.61%
42,657
+2,183
49
$2.26M 0.56%
33,482
50
$2.23M 0.56%
16,893
-6,300
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