BWM

Bulltick Wealth Management Portfolio holdings

AUM $453M
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.53M
3
+$7.45M
4
NVO
Novo Nordisk
NVO
+$5.67M
5
IAU icon
iShares Gold Trust
IAU
+$5.61M

Top Sells

1
+$15.2M
2
+$7.53M
3
+$5.29M
4
ADBE icon
Adobe
ADBE
+$3.35M
5
NVDA icon
NVIDIA
NVDA
+$2.7M

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 8.35%
3 Financials 8.13%
4 Healthcare 6.24%
5 Communication Services 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.49%
12,069
-500
52
$2.01M 0.48%
47,424
-380
53
$1.96M 0.46%
24,423
-1,614
54
$1.86M 0.44%
16,660
-5,830
55
$1.84M 0.44%
20,723
-4,040
56
$1.79M 0.42%
3,695
-321
57
$1.74M 0.41%
+7,054
58
$1.58M 0.37%
5,011
-2,373
59
$1.57M 0.37%
2,062
-898
60
$1.51M 0.36%
22,501
+64
61
$1.41M 0.33%
26,378
-5,265
62
$1.38M 0.33%
56,000
-121,000
63
$1.19M 0.28%
+44,000
64
$1.19M 0.28%
8,412
-748
65
$1M 0.24%
+9,743
66
$924K 0.22%
18,244
-6,418
67
$847K 0.2%
7,154
-1,177
68
$838K 0.2%
1,364
-1,341
69
$774K 0.18%
11,056
-7,250
70
$657K 0.16%
6,950
+1,737
71
$635K 0.15%
7,073
-586
72
$590K 0.14%
23,165
-3,050
73
$578K 0.14%
47,777
74
$576K 0.14%
1,788
+25
75
$562K 0.13%
4,703
+863
1 2
3
4 5