BWM

Bulltick Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$8.45M
4
BABA icon
Alibaba
BABA
+$3.57M
5
COIN icon
Coinbase
COIN
+$2.99M

Top Sells

1
+$10.1M
2
+$3.27M
3
+$2.26M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.92M
5
T icon
AT&T
T
+$1.34M

Sector Composition

1 Financials 13.69%
2 Technology 12.18%
3 Consumer Discretionary 10.33%
4 Communication Services 6.42%
5 Healthcare 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$401K 0.09%
25,337
77
$390K 0.09%
+2,890
78
$390K 0.09%
2,519
+303
79
$382K 0.09%
4,000
80
$373K 0.09%
+10,045
81
$371K 0.09%
4,016
82
$371K 0.09%
5,974
83
$371K 0.09%
+5,302
84
$369K 0.09%
+7,480
85
$367K 0.08%
2,330
-31
86
$366K 0.08%
+965
87
$365K 0.08%
2,896
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88
$364K 0.08%
2,530
89
$360K 0.08%
13,000
90
$355K 0.08%
47,777
91
$353K 0.08%
1,527
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92
$348K 0.08%
7,517
93
$342K 0.08%
7,186
+350
94
$325K 0.08%
+6,532
95
$324K 0.07%
8,625
+450
96
$320K 0.07%
+2,957
97
$319K 0.07%
2,300
98
$308K 0.07%
4,359
-709
99
$306K 0.07%
5,650
100
$303K 0.07%
6,450
-2,625
2 3
4
5 6