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
$402M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.67M
3
+$3.34M
4
A icon
Agilent Technologies
A
+$3.2M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.11M

Top Sells

1
+$4.53M
2
+$3.74M
3
+$3.63M
4
UNH icon
UnitedHealth
UNH
+$3.33M
5
AMZN icon
Amazon
AMZN
+$2.82M

Sector Composition

1 Financials 11.39%
2 Technology 10.39%
3 Healthcare 8.84%
4 Consumer Discretionary 7.7%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.52%
5,485
-169
52
$2.16M 0.52%
+14,480
53
$1.55M 0.37%
18,817
-9,733
54
$1.54M 0.37%
17,759
-43,080
55
$1.52M 0.37%
25,221
+400
56
$1.31M 0.32%
31,024
-4,000
57
$1.31M 0.31%
31,842
-200
58
$1.29M 0.31%
9,135
-1,267
59
$1.29M 0.31%
9,764
-7
60
$1.28M 0.31%
8,797
+2,407
61
$1.27M 0.31%
13,102
-8
62
$1.26M 0.3%
36,135
63
$1.25M 0.3%
4,176
+1,921
64
$1.2M 0.29%
36,500
65
$1.17M 0.28%
24,708
-9,745
66
$1.16M 0.28%
26,630
67
$1.15M 0.28%
3,286
+1,996
68
$1.15M 0.28%
30,259
69
$1.09M 0.26%
19,138
70
$1.01M 0.24%
13,479
-95
71
$990K 0.24%
6,826
+1,173
72
$897K 0.22%
17,623
-1,794
73
$859K 0.21%
8,356
+4,486
74
$746K 0.18%
1,934
-122
75
$706K 0.17%
1,250
+793
1 2
3
4 5