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
$426M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$6.32M
3
+$5.15M
4
PYPL icon
PayPal
PYPL
+$5.14M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.76M

Top Sells

1
+$6.66M
2
+$4.44M
3
+$4.4M
4
AAPL icon
Apple
AAPL
+$4.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.5M

Sector Composition

1 Technology 10.94%
2 Financials 10.9%
3 Communication Services 8.43%
4 Healthcare 8.32%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.36%
34,453
+24,708
52
$1.56M 0.35%
+10,402
53
$1.54M 0.34%
24,821
+10,907
54
$1.52M 0.34%
35,024
+27,073
55
$1.43M 0.32%
13,110
+3
56
$1.41M 0.31%
36,500
57
$1.35M 0.3%
13,200
58
$1.34M 0.3%
+36,135
59
$1.33M 0.3%
+32,042
60
$1.2M 0.27%
+30,259
61
$1.18M 0.26%
9,771
-95
62
$1.17M 0.26%
+19,138
63
$1.13M 0.25%
26,630
-59,810
64
$1.11M 0.25%
5,414
-663
65
$1.06M 0.24%
13,123
+3,568
66
$987K 0.22%
19,417
-4,571
67
$971K 0.22%
13,574
68
$929K 0.21%
6,390
-3,555
69
$878K 0.2%
2,191
-375
70
$861K 0.19%
5,653
+413
71
$778K 0.17%
2,056
+272
72
$773K 0.17%
6,643
-1,549
73
$769K 0.17%
10,168
+1,043
74
$732K 0.16%
+11,577
75
$705K 0.16%
8,333
+60
1 2
3
4 5