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
$435M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.9M
3
+$5.04M
4
BIDU icon
Baidu
BIDU
+$2.81M
5
COF icon
Capital One
COF
+$2M

Top Sells

1
+$2.64M
2
+$1.64M
3
+$1.58M
4
MS icon
Morgan Stanley
MS
+$1.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$660K

Sector Composition

1 Financials 12.83%
2 Technology 11.85%
3 Consumer Discretionary 10.84%
4 Communication Services 10.6%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$834K 0.19%
+18,425
52
$833K 0.19%
8,868
+1,472
53
$829K 0.19%
4,943
-2,268
54
$799K 0.18%
15,864
55
$758K 0.17%
9,049
+1,950
56
$742K 0.17%
2,720
-1,235
57
$741K 0.17%
7,575
+2,640
58
$741K 0.17%
9,656
-44
59
$714K 0.16%
4,419
+1,536
60
$647K 0.15%
3,939
61
$603K 0.14%
25,000
62
$599K 0.14%
11,208
-2,470
63
$580K 0.13%
7,850
-800
64
$556K 0.13%
15,625
65
$541K 0.12%
4,908
+703
66
$541K 0.12%
11,440
+4,099
67
$531K 0.12%
8,460
68
$523K 0.12%
6,158
+609
69
$505K 0.11%
25,000
70
$494K 0.11%
11,061
+3,875
71
$478K 0.11%
9,405
-10,796
72
$476K 0.11%
+3,100
73
$472K 0.11%
12,575
-131
74
$456K 0.1%
3,420
-220
75
$456K 0.1%
14,131
-5
1 2
3
4 5