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
$480M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.47M
3
+$4.84M
4
AMZN icon
Amazon
AMZN
+$4.83M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.5M

Top Sells

1
+$6.91M
2
+$6.26M
3
+$5.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.15M
5
DIS icon
Walt Disney
DIS
+$4.75M

Sector Composition

1 Technology 11.61%
2 Consumer Discretionary 11.07%
3 Financials 9.58%
4 Communication Services 7.99%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.36%
12,742
-5,593
52
$1.97M 0.34%
25,853
-12,715
53
$1.93M 0.33%
45,347
+12,505
54
$1.84M 0.31%
4,368
+346
55
$1.79M 0.31%
40,310
+12,067
56
$1.76M 0.3%
24,625
-596
57
$1.72M 0.29%
47,662
+14,433
58
$1.67M 0.29%
34,851
+10,929
59
$1.5M 0.26%
9,836
+16
60
$1.49M 0.26%
8,284
-212
61
$1.4M 0.24%
18,085
+9,099
62
$1.31M 0.22%
150,000
+100,891
63
$1.23M 0.21%
7,287
-2,672
64
$1.19M 0.2%
5,306
-1,793
65
$1.08M 0.18%
1,474
+64
66
$1.02M 0.17%
+7,680
67
$865K 0.15%
21,050
-9,209
68
$823K 0.14%
8,830
-3,544
69
$754K 0.13%
5,678
-908
70
$726K 0.12%
14,219
+4,814
71
$723K 0.12%
1,852
-147
72
$683K 0.12%
3,409
-3,454
73
$664K 0.11%
8,592
+1,056
74
$652K 0.11%
12,710
75
$645K 0.11%
4,367
-82
1 2
3
4 5