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
$381M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.19M
3
+$5.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.99M
5
MELI icon
Mercado Libre
MELI
+$4.95M

Top Sells

1
+$6.57M
2
+$6.05M
3
+$4.81M
4
SBNY
Signature Bank
SBNY
+$4.16M
5
NVDA icon
NVIDIA
NVDA
+$3.28M

Sector Composition

1 Technology 13.26%
2 Consumer Discretionary 11%
3 Financials 10.89%
4 Communication Services 8.23%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.28%
26,075
52
$1.07M 0.28%
+8,630
53
$1.07M 0.28%
17,170
+13,320
54
$1.06M 0.28%
13,941
-4,570
55
$1.03M 0.27%
9,866
-541
56
$1.01M 0.26%
12,141
+798
57
$988K 0.26%
9,484
+2,918
58
$917K 0.24%
13,574
-295
59
$885K 0.23%
2,566
+670
60
$876K 0.23%
8,192
+3,644
61
$861K 0.22%
4,061
-30,985
62
$817K 0.21%
13,914
+1,440
63
$801K 0.21%
13,150
-304
64
$800K 0.21%
9,550
65
$785K 0.2%
9,555
-1,427
66
$745K 0.19%
49,350
67
$717K 0.19%
8,273
-177
68
$696K 0.18%
6,974
+3,519
69
$690K 0.18%
5,240
+2,350
70
$658K 0.17%
9,125
+5,840
71
$650K 0.17%
1,784
+265
72
$642K 0.17%
+1,945
73
$635K 0.16%
34,075
74
$613K 0.16%
4,737
-2,662
75
$539K 0.14%
+18,200
1 2
3
4 5