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
$332M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$17.5M
3
+$15M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$13.4M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$12.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.96%
2 Consumer Discretionary 12.61%
3 Financials 12.43%
4 Communication Services 7.63%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$303K 0.09%
+550
77
$298K 0.09%
+1,259
78
$295K 0.09%
+10,000
79
$276K 0.08%
+5,942
80
$273K 0.08%
+3,800
81
$273K 0.08%
+2,180
82
$272K 0.08%
+15,500
83
$271K 0.08%
+3,061
84
$260K 0.08%
+6,300
85
$259K 0.08%
+7,000
86
$258K 0.08%
+15,050
87
$257K 0.08%
+22,900
88
$257K 0.08%
+4,161
89
$241K 0.07%
+8,000
90
$239K 0.07%
+8,556
91
$228K 0.07%
+3,740
92
$227K 0.07%
+2,700
93
$225K 0.07%
+101
94
$218K 0.06%
+13,810
95
$216K 0.06%
+3,207
96
$205K 0.06%
+2,340
97
$205K 0.06%
+12,562
98
$142K 0.04%
+2,987
99
$94.5K 0.03%
+2,188
100
$92.3K 0.03%
+17,000
1 2 3
4
5