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
$437M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.64M
3
+$3.26M
4
SHEL icon
Shell
SHEL
+$2.44M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.43M

Top Sells

1
+$7.63M
2
+$6.71M
3
+$5.47M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.81M
5
A icon
Agilent Technologies
A
+$3.2M

Sector Composition

1 Technology 12.19%
2 Financials 11.01%
3 Consumer Discretionary 8.45%
4 Communication Services 7.51%
5 Healthcare 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.91M 1.57%
19,693
-102
27
$6.84M 1.55%
61,780
+29,472
28
$6.76M 1.54%
225,111
+45,071
29
$6.26M 1.42%
174,425
-4,985
30
$5.9M 1.34%
11,200
+3,790
31
$5.64M 1.28%
+33,205
32
$5.51M 1.25%
37,855
+3,248
33
$5.51M 1.25%
57,399
-13,314
34
$5.46M 1.24%
3,477
-60
35
$5.39M 1.22%
586,060
-4,500
36
$5.34M 1.21%
6,580
-210
37
$5.19M 1.18%
78,803
+37,029
38
$4.93M 1.12%
21,349
+394
39
$4.85M 1.1%
35,615
-1,040
40
$3.86M 0.88%
47,037
-7,326
41
$3.39M 0.77%
68,400
+41,770
42
$3.29M 0.75%
41,887
+24,128
43
$2.92M 0.66%
11,744
+79
44
$2.88M 0.66%
5,973
-15,815
45
$2.86M 0.65%
44,372
+1,715
46
$2.76M 0.63%
14,748
+268
47
$2.71M 0.62%
38,568
-2,181
48
$2.7M 0.61%
18,335
+1,442
49
$2.43M 0.55%
+24,527
50
$2.41M 0.55%
33,482
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