BWM

Bulltick Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$8.45M
4
BABA icon
Alibaba
BABA
+$3.57M
5
COIN icon
Coinbase
COIN
+$2.99M

Top Sells

1
+$10.1M
2
+$3.27M
3
+$2.26M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.92M
5
T icon
AT&T
T
+$1.34M

Sector Composition

1 Financials 13.69%
2 Technology 12.18%
3 Consumer Discretionary 10.33%
4 Communication Services 6.42%
5 Healthcare 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$922K 0.21%
13,678
+5,315
52
$875K 0.2%
15,864
53
$783K 0.18%
7,396
+550
54
$726K 0.17%
9,700
55
$652K 0.15%
3,939
-440
56
$600K 0.14%
+1,395
57
$591K 0.14%
25,000
58
$590K 0.14%
7,099
59
$589K 0.14%
8,650
-1,750
60
$572K 0.13%
15,625
61
$548K 0.13%
+5,834
62
$524K 0.12%
5,549
+2,052
63
$512K 0.12%
7,341
+399
64
$509K 0.12%
8,460
65
$505K 0.12%
4,935
+607
66
$498K 0.12%
1,364
+364
67
$481K 0.11%
25,000
68
$475K 0.11%
2,883
69
$470K 0.11%
+4,205
70
$466K 0.11%
12,706
+1,605
71
$462K 0.11%
+14,136
72
$459K 0.11%
836
+68
73
$456K 0.11%
3,640
-220
74
$435K 0.1%
3,333
75
$404K 0.09%
3,239
+487
1 2
3
4 5