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
$377M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.25M
2
+$8.37M
3
+$5.21M
4
NVDA icon
NVIDIA
NVDA
+$4.32M
5
GNL icon
Global Net Lease
GNL
+$4.02M

Top Sells

1
+$52.3M
2
+$10M
3
+$5.59M
4
DIS icon
Walt Disney
DIS
+$5.1M
5
SHEL icon
Shell
SHEL
+$3M

Sector Composition

1 Technology 18.06%
2 Financials 6.07%
3 Consumer Discretionary 6.06%
4 Communication Services 5.49%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.52%
24,334
-11,700
52
$1.83M 0.49%
+30,000
53
$1.78M 0.47%
26,005
+1,327
54
$1.71M 0.45%
11,385
+133
55
$1.69M 0.45%
+12,087
56
$1.66M 0.44%
3,109
-1,061
57
$1.49M 0.4%
+78,800
58
$1.39M 0.37%
8,302
-949
59
$1.39M 0.37%
21,743
-21,457
60
$1.39M 0.37%
31,728
+4,449
61
$1.37M 0.36%
21,037
-1,827
62
$1.34M 0.36%
63,500
+44,720
63
$1.22M 0.32%
32,495
+880
64
$1.21M 0.32%
26,841
+371
65
$1.21M 0.32%
24,244
+97
66
$1.2M 0.32%
+3,311
67
$1.18M 0.31%
27,788
-111
68
$1.07M 0.28%
131,600
69
$1.05M 0.28%
147,000
+24,300
70
$1.03M 0.27%
4,989
-418
71
$990K 0.26%
+6,828
72
$967K 0.26%
+66,300
73
$879K 0.23%
235,600
+4,600
74
$852K 0.23%
12,344
+2,344
75
$827K 0.22%
9,500
+5,500
1 2
3
4 5