BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
1-Year Return
20.24%
This Quarter Return
+3.16%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$353M
AUM Growth
+$20.1M
(+6%)
Cap. Flow
+$12.1M
Cap. Flow
% of AUM
3.44%
Top 10 Holdings %
Top 10 Hldgs %
38.53%
Holding
136
New
32
Increased
32
Reduced
27
Closed
16
Top Buys
| 1 |
SPDR S&P Kensho New Economies Composite ETF
KOMP
|
$8.63M |
| 2 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
$8.49M |
| 3 |
Invesco WilderHill Clean Energy ETF
PBW
|
$8.44M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.44M |
| 5 |
Whirlpool
WHR
|
$2.26M |
Top Sells
| 1 |
Salesforce
CRM
|
$5.26M |
| 2 |
Vodafone
VOD
|
$5.17M |
| 3 |
Ameriprise Financial
AMP
|
$3.78M |
| 4 |
JPMorgan Chase
JPM
|
$2.89M |
| 5 |
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% |
