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
$333M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.03M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
MU icon
Micron Technology
MU
+$1.27M

Top Sells

1
+$4.86M
2
+$4.8M
3
+$3.75M
4
MSFT icon
Microsoft
MSFT
+$3.33M
5
T icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.32%
3,610
-365
52
$927K 0.28%
7,658
-1,996
53
$908K 0.27%
14,077
+130
54
$854K 0.26%
8,883
-317
55
$819K 0.25%
224,648
56
$807K 0.24%
5,438
+345
57
$791K 0.24%
10,502
58
$731K 0.22%
13,032
59
$719K 0.22%
23,676
+200
60
$714K 0.21%
8,406
-550
61
$682K 0.2%
1,642
62
$679K 0.2%
59,001
+7,200
63
$640K 0.19%
6,103
-66
64
$634K 0.19%
25,000
65
$616K 0.18%
8,931
-157
66
$590K 0.18%
1,163
+6
67
$583K 0.17%
9,550
68
$550K 0.16%
2,338
-7
69
$540K 0.16%
3,940
+2,030
70
$534K 0.16%
34,400
+21,100
71
$533K 0.16%
1,745
+431
72
$511K 0.15%
34,075
73
$488K 0.15%
4,108
-158
74
$469K 0.14%
9,745
75
$461K 0.14%
10,470
1 2
3
4 5