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
$403M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$58M
2
+$21M
3
+$9.48M
4
NVDA icon
NVIDIA
NVDA
+$7.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.23M

Top Sells

1
+$10.8M
2
+$9.28M
3
+$7.23M
4
BTI icon
British American Tobacco
BTI
+$7.15M
5
PH icon
Parker-Hannifin
PH
+$7.11M

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 8.89%
3 Communication Services 8.56%
4 Financials 4.63%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.44%
10,093
+3,606
52
$1.78M 0.43%
3,857
+2,217
53
$1.77M 0.43%
9,865
-315
54
$1.71M 0.41%
+30,000
55
$1.61M 0.39%
10,330
56
$1.61M 0.39%
22,501
+12,495
57
$1.41M 0.34%
37,680
-191,546
58
$1.33M 0.32%
7,720
+2,230
59
$1.29M 0.31%
29,619
+968
60
$1.29M 0.31%
9,000
-38,350
61
$1.26M 0.31%
5,589
+4,499
62
$1.19M 0.29%
25,845
+605
63
$1.19M 0.29%
30,849
64
$1.16M 0.28%
23,580
-8,124
65
$1.15M 0.28%
20,000
-40,000
66
$1.04M 0.25%
+10,000
67
$939K 0.23%
8,846
-31,621
68
$936K 0.23%
20,410
+134
69
$877K 0.21%
+2,255
70
$870K 0.21%
5,202
-2,678
71
$815K 0.2%
+5,700
72
$725K 0.18%
2,670
+1,365
73
$707K 0.17%
+3,500
74
$695K 0.17%
+5,812
75
$693K 0.17%
24,376
+14,599
1 2
3
4 5