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
$480M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.47M
3
+$4.84M
4
AMZN icon
Amazon
AMZN
+$4.83M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.5M

Top Sells

1
+$6.91M
2
+$6.26M
3
+$5.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.15M
5
DIS icon
Walt Disney
DIS
+$4.75M

Sector Composition

1 Technology 11.61%
2 Consumer Discretionary 11.07%
3 Financials 9.58%
4 Communication Services 7.99%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.1M 1.22%
227,356
+2,245
27
$7.1M 1.22%
105,880
+27,077
28
$7.05M 1.21%
64,728
+2,948
29
$6.88M 1.18%
52,390
-1,385
30
$6.57M 1.13%
4,347
+870
31
$6.53M 1.12%
37,011
+25,267
32
$6.49M 1.11%
155,530
-5,030
33
$6.23M 1.07%
65,808
-54,427
34
$6.17M 1.06%
41,055
+3,200
35
$6.1M 1.04%
+140,035
36
$5.74M 0.98%
11,606
+406
37
$5.65M 0.97%
34,275
-1,340
38
$5.63M 0.96%
68,796
+21,759
39
$5.47M 0.94%
+112,467
40
$5.16M 0.88%
580,004
-6,056
41
$4.97M 0.85%
68,707
+26,820
42
$4.11M 0.7%
16,511
-4,838
43
$3.72M 0.64%
16,356
+1,608
44
$3.55M 0.61%
37,515
+12,988
45
$3.35M 0.57%
47,940
+14,458
46
$2.89M 0.49%
31,980
-36,420
47
$2.58M 0.44%
5,362
-224
48
$2.4M 0.41%
35,705
-8,667
49
$2.34M 0.4%
7,773
50
$2.29M 0.39%
4,710
+796
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