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
$490M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.25M
3
+$6.3M
4
DIS icon
Walt Disney
DIS
+$4.24M
5
NVDA icon
NVIDIA
NVDA
+$3.37M

Top Sells

1
+$7.21M
2
+$6.35M
3
+$4.73M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.2M
5
BIDU icon
Baidu
BIDU
+$798K

Sector Composition

1 Financials 14.79%
2 Communication Services 12.15%
3 Consumer Discretionary 11.39%
4 Technology 11.38%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.26%
+1,620
52
$1.23M 0.24%
+10,215
53
$1.21M 0.24%
+5,303
54
$1.02M 0.2%
14,879
55
$881K 0.17%
41,755
56
$878K 0.17%
9,724
+675
57
$841K 0.17%
9,656
58
$837K 0.17%
22,215
+6,590
59
$813K 0.16%
+10,215
60
$808K 0.16%
8,956
+88
61
$789K 0.16%
+12,570
62
$775K 0.15%
15,864
63
$756K 0.15%
7,145
-430
64
$751K 0.15%
12,266
+8,500
65
$704K 0.14%
1,055
+593
66
$686K 0.14%
4,118
-825
67
$650K 0.13%
+24,393
68
$649K 0.13%
16,630
+4,055
69
$647K 0.13%
3,539
-25,870
70
$627K 0.12%
27,200
+2,200
71
$621K 0.12%
12,668
+5,080
72
$607K 0.12%
5,193
+285
73
$603K 0.12%
1,677
+621
74
$561K 0.11%
+3,900
75
$557K 0.11%
8,460
1 2
3
4 5