BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
-5.34%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$333M
AUM Growth
+$333M
(-9.3%)
Cap. Flow
-$14.3K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
37.5%
Holding
133
New
6
Increased
33
Reduced
28
Closed
14
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$12.8M |
| 2 |
Shell
SHEL
|
$2.96M |
| 3 |
UnitedHealth
UNH
|
$2.03M |
| 4 |
Adobe
ADBE
|
$2M |
| 5 |
NVIDIA
NVDA
|
$1.69M |
Top Sells
| 1 |
Apple
AAPL
|
$4.86M |
| 2 |
Visa
V
|
$4.8M |
| 3 |
Amazon
AMZN
|
$3.75M |
| 4 |
Microsoft
MSFT
|
$3.33M |
| 5 |
AT&T
T
|
$3.11M |
Sector Composition
| 1 | Financials | 17.45% |
| 2 | Technology | 12.51% |
| 3 | Consumer Discretionary | 12.16% |
| 4 | Communication Services | 9.08% |
| 5 | Healthcare | 4.18% |
