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
$403M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$58M
2
+$21M
3
+$9.48M
4
NVDA icon
NVIDIA
NVDA
+$7.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.23M

Top Sells

1
+$10.8M
2
+$9.28M
3
+$7.23M
4
BTI icon
British American Tobacco
BTI
+$7.15M
5
PH icon
Parker-Hannifin
PH
+$7.11M

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 8.89%
3 Communication Services 8.56%
4 Financials 4.63%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 1.1%
9,720
-10,180
27
$4.46M 1.08%
88,380
-100,405
28
$4.26M 1.03%
146,750
+86,750
29
$4.22M 1.02%
9,072
-10,210
30
$4.18M 1.01%
+19,810
31
$4.13M 1%
142,632
-181,722
32
$4M 0.97%
15,295
-19,136
33
$3.88M 0.94%
43,680
+19,085
34
$3.71M 0.9%
+31,198
35
$3.47M 0.84%
35,360
-19,220
36
$3.42M 0.83%
35,032
-74,181
37
$3.25M 0.79%
43,929
38
$3.21M 0.78%
+27,060
39
$2.73M 0.66%
130,206
40
$2.7M 0.65%
+3,240
41
$2.63M 0.64%
5,377
+4,875
42
$2.54M 0.62%
32,612
-50,648
43
$2.53M 0.61%
4,405
-9,236
44
$2.46M 0.59%
14,438
-18,861
45
$2.39M 0.58%
2,696
+2,449
46
$2.24M 0.54%
26,973
+4,963
47
$1.97M 0.48%
+70,026
48
$1.96M 0.47%
37,270
-3,720
49
$1.96M 0.47%
+50,000
50
$1.88M 0.46%
+342,740
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