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
$353M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$8.49M
3
+$8.44M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
WHR icon
Whirlpool
WHR
+$2.26M

Top Sells

1
+$5.26M
2
+$5.17M
3
+$3.78M
4
JPM icon
JPMorgan Chase
JPM
+$2.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.57M

Sector Composition

1 Technology 13.02%
2 Consumer Discretionary 12.51%
3 Financials 10.6%
4 Communication Services 6.58%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$545K 0.15%
8,363
+353
52
$544K 0.15%
10,400
-1,625
53
$533K 0.15%
15,625
54
$530K 0.15%
6,942
-1,101
55
$524K 0.15%
+25,000
56
$480K 0.13%
+6,504
57
$474K 0.13%
2,883
+950
58
$466K 0.13%
8,460
59
$427K 0.12%
1,987
+728
60
$426K 0.12%
4,328
+1,267
61
$415K 0.12%
+25,000
62
$414K 0.11%
7,722
-7,722
63
$413K 0.11%
9,075
-900
64
$399K 0.11%
3,860
+1,520
65
$395K 0.11%
25,337
66
$393K 0.11%
+16,854
67
$384K 0.11%
768
+218
68
$379K 0.11%
3,333
-270
69
$378K 0.11%
11,101
+1,101
70
$369K 0.1%
5,068
+907
71
$356K 0.1%
4,016
+516
72
$351K 0.1%
4,000
73
$351K 0.1%
7,517
+1,575
74
$341K 0.09%
5,974
+252
75
$339K 0.09%
11,304
1 2
3
4 5