BWM

Bulltick Wealth Management Portfolio holdings

AUM $471M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$6.03M
3
+$5.11M
4
NVO icon
Novo Nordisk
NVO
+$3.88M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.73M

Top Sells

1
+$5.54M
2
+$4.41M
3
+$4.05M
4
NVDA icon
NVIDIA
NVDA
+$3.66M
5
DIS icon
Walt Disney
DIS
+$3.55M

Sector Composition

1 Technology 19.76%
2 Financials 7.5%
3 Consumer Discretionary 5.94%
4 Healthcare 5.5%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.5%
9,043
-8,020
52
$1.96M 0.48%
+12,000
53
$1.95M 0.48%
180,000
+33,000
54
$1.95M 0.48%
26,037
+32
55
$1.92M 0.47%
106,000
56
$1.91M 0.47%
332,000
+96,400
57
$1.88M 0.46%
12,569
+482
58
$1.86M 0.46%
184,900
+77,000
59
$1.67M 0.41%
22,437
+1,400
60
$1.63M 0.4%
4,016
+3,341
61
$1.57M 0.39%
47,804
+23,428
62
$1.54M 0.38%
2,705
-4,111
63
$1.53M 0.38%
31,643
-85
64
$1.49M 0.37%
25,000
-5,000
65
$1.49M 0.37%
+18,717
66
$1.48M 0.36%
4,850
+2,145
67
$1.42M 0.35%
3,344
+33
68
$1.42M 0.35%
88,000
+21,700
69
$1.36M 0.34%
200,000
-71,800
70
$1.31M 0.32%
25,223
+8,575
71
$1.31M 0.32%
18,306
-3,437
72
$1.24M 0.31%
24,662
+418
73
$1.16M 0.29%
9,160
-818
74
$1.11M 0.27%
20,000
-43,500
75
$1.01M 0.25%
7,674
-3,711
1 2
3
4 5