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
$367M
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.96M
3
+$3.3M
4
BABA icon
Alibaba
BABA
+$2.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M

Top Sells

1
+$12.1M
2
+$7.09M
3
+$1.65M
4
V icon
Visa
V
+$1.48M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$527K

Sector Composition

1 Financials 17.17%
2 Technology 13.47%
3 Consumer Discretionary 12.8%
4 Communication Services 10.16%
5 Healthcare 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.31%
36,500
-1,750
52
$1.01M 0.27%
9,200
+6,520
53
$1,000K 0.27%
224,648
54
$963K 0.26%
6,472
55
$918K 0.25%
16,449
56
$852K 0.23%
10,502
+454
57
$818K 0.22%
13,032
58
$786K 0.21%
14,879
59
$781K 0.21%
1,642
-13
60
$754K 0.2%
5,093
-203
61
$747K 0.2%
9,088
-143
62
$738K 0.2%
23,476
+1,433
63
$703K 0.19%
6,169
+2,100
64
$699K 0.19%
8,956
65
$695K 0.19%
+51,801
66
$669K 0.18%
25,000
67
$656K 0.18%
+13,947
68
$629K 0.17%
1,157
+107
69
$624K 0.17%
22,215
70
$593K 0.16%
2,113
+810
71
$580K 0.15%
7,588
+2,194
72
$562K 0.15%
34,075
-7,680
73
$555K 0.15%
9,550
74
$542K 0.14%
+4,266
75
$489K 0.13%
1,551
-422
1 2
3
4 5