BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$377M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$5.21M
4
NVDA icon
NVIDIA
NVDA
+$4.32M
5
GNL icon
Global Net Lease
GNL
+$4.02M

Top Sells

1
+$52.3M
2
+$10M
3
+$5.59M
4
DIS icon
Walt Disney
DIS
+$5.1M
5
SHEL icon
Shell
SHEL
+$3M

Sector Composition

1 Technology 18.06%
2 Financials 6.07%
3 Consumer Discretionary 6.06%
4 Communication Services 5.49%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.41M 1.17%
9,089
+17
27
$4.34M 1.15%
47,697
+12,023
28
$4.34M 1.15%
7,529
-1,570
29
$4.17M 1.11%
7,960
+4,801
30
$4.02M 1.07%
+500,000
31
$4.01M 1.06%
157,901
+150,151
32
$3.97M 1.05%
+7,020
33
$3.59M 0.95%
36,411
-51,634
34
$3.55M 0.94%
139,955
+53,894
35
$3.5M 0.93%
6,816
+5,566
36
$3.31M 0.88%
12,352
+1,478
37
$3.31M 0.88%
46,986
+2,236
38
$3.14M 0.83%
18,386
+5,186
39
$3.01M 0.8%
60,384
+13,580
40
$2.74M 0.73%
17,515
+12,312
41
$2.72M 0.72%
27,769
+86
42
$2.57M 0.68%
10,484
+561
43
$2.56M 0.68%
5,454
-1,050
44
$2.49M 0.66%
17,063
-17,012
45
$2.4M 0.64%
2,910
+1,851
46
$2.38M 0.63%
16,290
+14,208
47
$2.25M 0.6%
3,287
+232
48
$2.1M 0.56%
25,388
-35,366
49
$2.07M 0.55%
17,495
+629
50
$1.97M 0.52%
106,000
+55,000
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