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
$424M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$12M
3
+$5.02M
4
IAU icon
iShares Gold Trust
IAU
+$4.99M
5
GEV icon
GE Vernova
GEV
+$3.48M

Top Sells

1
+$9.47M
2
+$5.55M
3
+$4.17M
4
HAL icon
Halliburton
HAL
+$3.78M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.4M

Sector Composition

1 Technology 17.39%
2 Communication Services 8.14%
3 Consumer Discretionary 6.89%
4 Financials 4.17%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.43%
4,170
+313
52
$1.73M 0.4%
11,252
-3,186
53
$1.66M 0.38%
24,678
+2,177
54
$1.64M 0.38%
+176,000
55
$1.6M 0.37%
3,159
+2,314
56
$1.26M 0.29%
5,407
-182
57
$1.2M 0.27%
+122,700
58
$1.19M 0.27%
27,899
-1,720
59
$1.19M 0.27%
231,000
-111,740
60
$1.17M 0.27%
26,470
+625
61
$1.17M 0.27%
24,147
+567
62
$1.14M 0.26%
9,000
63
$1.14M 0.26%
31,615
+766
64
$1.14M 0.26%
27,279
+6,869
65
$999K 0.23%
+51,000
66
$991K 0.23%
5,203
+1
67
$981K 0.23%
2,255
68
$971K 0.22%
10,000
-20,000
69
$965K 0.22%
20,000
70
$908K 0.21%
+5,435
71
$868K 0.2%
+195,000
72
$867K 0.2%
+3,579
73
$818K 0.19%
1,059
-1,637
74
$789K 0.18%
15,650
-187,779
75
$783K 0.18%
6,350
+650
1 2
3
4 5