BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.2M
3
+$2.53M
4
TSLA icon
Tesla
TSLA
+$2.31M
5
DIS icon
Walt Disney
DIS
+$2.21M

Top Sells

1
+$6.37M
2
+$4.97M
3
+$3.05M
4
BX icon
Blackstone
BX
+$2.36M
5
BLK icon
Blackrock
BLK
+$2.21M

Sector Composition

1 Financials 14.56%
2 Technology 11.53%
3 Consumer Discretionary 9.59%
4 Communication Services 8.52%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.29%
7,399
-259
52
$963K 0.27%
11,343
+841
53
$923K 0.26%
10,407
+1,524
54
$891K 0.25%
+10,982
55
$890K 0.25%
5,599
+161
56
$746K 0.21%
+13,454
57
$735K 0.21%
224,648
58
$693K 0.2%
8,450
+44
59
$691K 0.2%
1,254
+91
60
$679K 0.19%
12,474
+3,429
61
$671K 0.19%
9,550
62
$666K 0.19%
1,940
-1,670
63
$651K 0.19%
6,566
-6,222
64
$635K 0.18%
1,896
+151
65
$612K 0.17%
25,000
66
$590K 0.17%
8,975
-4,057
67
$582K 0.17%
34,075
68
$520K 0.15%
+5,433
69
$508K 0.14%
4,548
+1,403
70
$491K 0.14%
13,869
-208
71
$487K 0.14%
1,519
+246
72
$487K 0.14%
1,575
73
$473K 0.13%
+4,880
74
$469K 0.13%
11,880
-1,425
75
$468K 0.13%
49,350
-9,651
1 2
3
4 5