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BWM
Bulltick Wealth Management Portfolio holdings
AUM
$490M
1-Year Est. Return
12.12%
This Fund
S&P 500
This Quarter
Est. Return
+10.31%
1 Year Est. Return
+12.12%
3 Year Est. Return
+58.25%
5 Year Est. Return
+42.76%
10 Year Est. Return
–
AUM
$340M
AUM Growth
–
Cap. Flow
+$327M
Cap. Flow
% of AUM
96.07%
Top 10 Holdings %
Top 10 Hldgs %
40.68%
Holding
105
New
105
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$20.2M |
| 2 |
Apple
AAPL
|
+$15.9M |
| 3 |
Alibaba
BABA
|
+$14.2M |
| 4 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$12.9M |
| 5 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
+$12.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.62% |
| 2 | Consumer Discretionary | 12.32% |
| 3 | Financials | 12.14% |
| 4 | Communication Services | 7.45% |
| 5 | Healthcare | 3.31% |
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Bulltick Wealth Management's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Bulltick Wealth Management, which disclosed 105 positions worth $340M. Its ten largest holdings account for 41% of the portfolio.
Its largest position is Amazon: 126,500 shares worth $20.6M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, followed by Consumer Discretionary and Financials.
- Bulltick Wealth Management's largest Q4 2020 buy was Amazon: 126,500 shares worth $20.6M.
- Bulltick Wealth Management's ten largest holdings make up 41% of its $340M portfolio in Q4 2020.
- Bulltick Wealth Management disclosed 105 positions in Q4 2020, its first 13F filing on record.
Based on Bulltick Wealth Management's 13F filing for Q4 2020, filed 25 Apr 2024.