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
$353M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$8.49M
3
+$8.44M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
WHR icon
Whirlpool
WHR
+$2.26M

Top Sells

1
+$5.26M
2
+$5.17M
3
+$3.78M
4
JPM icon
JPMorgan Chase
JPM
+$2.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.57M

Sector Composition

1 Technology 13.02%
2 Consumer Discretionary 12.51%
3 Financials 10.6%
4 Communication Services 6.58%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.09%
2,890
+173
77
$337K 0.09%
7,486
78
$332K 0.09%
+2,506
79
$331K 0.09%
13,000
80
$329K 0.09%
2,530
81
$329K 0.09%
+6,836
82
$326K 0.09%
+2,752
83
$324K 0.09%
+3,497
84
$323K 0.09%
2,300
85
$319K 0.09%
8,000
-8,000
86
$309K 0.09%
1,458
-24,843
87
$307K 0.09%
2,361
+181
88
$307K 0.09%
+1,000
89
$299K 0.08%
+2,385
90
$295K 0.08%
+2,216
91
$293K 0.08%
+2,074
92
$289K 0.08%
+5,650
93
$280K 0.08%
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94
$279K 0.08%
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95
$275K 0.08%
5,315
-4,032
96
$272K 0.08%
47,777
97
$255K 0.07%
3,800
98
$249K 0.07%
+9,400
99
$243K 0.07%
2,700
100
$239K 0.07%
+8,175
2 3
4
5 6