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
$437M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.64M
3
+$3.26M
4
SHEL icon
Shell
SHEL
+$2.44M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.43M

Top Sells

1
+$7.63M
2
+$6.71M
3
+$5.47M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.81M
5
A icon
Agilent Technologies
A
+$3.2M

Sector Composition

1 Technology 12.19%
2 Financials 11.01%
3 Consumer Discretionary 8.45%
4 Communication Services 7.51%
5 Healthcare 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.38M 0.54%
5,586
+101
52
$2.05M 0.46%
+7,773
53
$1.74M 0.39%
+48,402
54
$1.62M 0.37%
25,221
55
$1.57M 0.36%
9,959
+824
56
$1.43M 0.33%
4,022
+736
57
$1.39M 0.32%
32,842
+1,000
58
$1.39M 0.31%
3,914
-262
59
$1.38M 0.31%
9,820
+56
60
$1.25M 0.28%
8,496
+140
61
$1.25M 0.28%
28,243
-2,781
62
$1.24M 0.28%
7,099
+273
63
$1.22M 0.28%
33,229
-2,906
64
$1.22M 0.28%
30,259
65
$1.17M 0.27%
6,863
-1,934
66
$1.14M 0.26%
23,922
-786
67
$1.1M 0.25%
+224,648
68
$1.07M 0.24%
12,374
-6,443
69
$1.02M 0.23%
1,999
+65
70
$951K 0.22%
1,410
+160
71
$781K 0.18%
10,893
+1,960
72
$723K 0.16%
6,586
+960
73
$700K 0.16%
9,628
-662
74
$652K 0.15%
12,710
+2,015
75
$638K 0.14%
3,420
+547
1 2
3
4 5