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
$424M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$12M
3
+$5.02M
4
IAU icon
iShares Gold Trust
IAU
+$4.99M
5
GEV icon
GE Vernova
GEV
+$3.48M

Top Sells

1
+$9.47M
2
+$5.55M
3
+$4.17M
4
HAL icon
Halliburton
HAL
+$3.78M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.4M

Sector Composition

1 Technology 17.39%
2 Communication Services 8.14%
3 Consumer Discretionary 6.89%
4 Financials 4.17%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 1.09%
41,298
+14,238
27
$4.12M 0.95%
7,001
-5,768
28
$3.65M 0.84%
9,072
29
$3.64M 0.84%
10,874
-6,733
30
$3.48M 0.8%
+10,581
31
$3.33M 0.76%
6,504
+1,127
32
$3.29M 0.75%
43,200
-480
33
$3.12M 0.72%
35,674
+314
34
$3.01M 0.69%
49,983
-29,032
35
$3.01M 0.69%
44,750
+821
36
$2.97M 0.68%
47,408
-39,127
37
$2.92M 0.67%
36,034
+9,061
38
$2.61M 0.6%
+131,600
39
$2.53M 0.58%
27,683
-7,349
40
$2.38M 0.55%
9,923
-9,887
41
$2.35M 0.54%
13,200
+3,335
42
$2.32M 0.53%
+38,550
43
$2.28M 0.52%
86,061
-56,571
44
$2.26M 0.52%
46,804
+41,016
45
$2.18M 0.5%
42,255
+4,985
46
$2.14M 0.49%
9,251
+1,531
47
$2.12M 0.49%
3,055
-185
48
$2M 0.46%
+13,785
49
$1.95M 0.45%
22,864
-9,748
50
$1.95M 0.45%
16,866
+11,054
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