BWM

Bulltick Wealth Management Portfolio holdings

AUM $453M
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.53M
3
+$7.45M
4
NVO
Novo Nordisk
NVO
+$5.67M
5
IAU icon
iShares Gold Trust
IAU
+$5.61M

Top Sells

1
+$15.2M
2
+$7.53M
3
+$5.29M
4
ADBE icon
Adobe
ADBE
+$3.35M
5
NVDA icon
NVIDIA
NVDA
+$2.7M

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 8.35%
3 Financials 8.13%
4 Healthcare 6.24%
5 Communication Services 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.4M 1.51%
54,652
+41,276
27
$6.32M 1.49%
41,860
-10,700
28
$5.99M 1.42%
7,905
-30
29
$5.94M 1.41%
8,880
-773
30
$5.77M 1.36%
30,429
-1,772
31
$5.65M 1.34%
7,700
+235
32
$5.51M 1.3%
+30,819
33
$4.77M 1.13%
9,720
34
$4.67M 1.1%
56,294
+25,135
35
$4.32M 1.02%
7,190
+1,663
36
$3.98M 0.94%
7,020
37
$3.72M 0.88%
15,256
-8,452
38
$3.59M 0.85%
36,613
-7,176
39
$3.56M 0.84%
9,102
+7
40
$3.51M 0.83%
54,061
+5,990
41
$3.4M 0.8%
3,507
-200
42
$3.09M 0.73%
15,912
-2,691
43
$2.88M 0.68%
+68,061
44
$2.85M 0.67%
16,008
+14,683
45
$2.73M 0.65%
35,867
-11,119
46
$2.59M 0.61%
+31,000
47
$2.58M 0.61%
+12,350
48
$2.47M 0.59%
+55,400
49
$2.34M 0.55%
27,686
50
$2.08M 0.49%
24,546
+5,829
1
2
3 4 5