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
$332M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$17.5M
3
+$15M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$13.4M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$12.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.96%
2 Consumer Discretionary 12.61%
3 Financials 12.43%
4 Communication Services 7.63%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$518K 0.15%
+15,625
52
$488K 0.14%
+6,383
53
$481K 0.14%
+9,975
54
$479K 0.14%
+1,275
55
$461K 0.14%
+8,460
56
$435K 0.13%
+13,179
57
$418K 0.12%
+9,347
58
$406K 0.12%
+7,486
59
$390K 0.11%
+11,304
60
$389K 0.11%
+7,629
61
$356K 0.1%
+6,107
62
$341K 0.1%
+25,337
63
$329K 0.1%
+4,000
64
$327K 0.1%
+9,900
65
$326K 0.1%
+3,500
66
$316K 0.09%
+5,722
67
$316K 0.09%
+886
68
$316K 0.09%
+2,300
69
$312K 0.09%
+3,603
70
$311K 0.09%
+13,000
71
$310K 0.09%
+47,777
72
$308K 0.09%
+2,717
73
$308K 0.09%
+16,000
74
$304K 0.09%
+1,933
75
$304K 0.09%
+2,530
1 2
3
4 5