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
$435M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.9M
3
+$5.04M
4
BIDU icon
Baidu
BIDU
+$2.81M
5
COF icon
Capital One
COF
+$2M

Top Sells

1
+$2.64M
2
+$1.64M
3
+$1.58M
4
MS icon
Morgan Stanley
MS
+$1.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$660K

Sector Composition

1 Financials 12.83%
2 Technology 11.85%
3 Consumer Discretionary 10.84%
4 Communication Services 10.6%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$452K 0.1%
727
-109
77
$447K 0.1%
1,182
+217
78
$431K 0.1%
+27,147
79
$426K 0.1%
6,192
+890
80
$408K 0.09%
3,240
+1
81
$399K 0.09%
35,337
+10,000
82
$393K 0.09%
+28,040
83
$389K 0.09%
961
-403
84
$368K 0.08%
2,890
-6
85
$367K 0.08%
+1,056
86
$365K 0.08%
7,588
+108
87
$363K 0.08%
8,620
+2,088
88
$363K 0.08%
2,597
-293
89
$362K 0.08%
1,249
+230
90
$357K 0.08%
2,530
91
$356K 0.08%
13,000
92
$356K 0.08%
5,974
93
$345K 0.08%
5,754
+2,256
94
$344K 0.08%
4,051
+1,600
95
$340K 0.08%
3,145
+188
96
$323K 0.07%
2,300
97
$322K 0.07%
2,376
+332
98
$317K 0.07%
+5,799
99
$310K 0.07%
+4,363
100
$303K 0.07%
14,640
+1,960
2 3
4
5 6