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
$490M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.25M
3
+$6.3M
4
DIS icon
Walt Disney
DIS
+$4.24M
5
NVDA icon
NVIDIA
NVDA
+$3.37M

Top Sells

1
+$7.21M
2
+$6.35M
3
+$4.73M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.2M
5
BIDU icon
Baidu
BIDU
+$798K

Sector Composition

1 Financials 14.79%
2 Communication Services 12.15%
3 Consumer Discretionary 11.39%
4 Technology 11.38%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$544K 0.11%
6,575
+417
77
$542K 0.11%
1,814
-906
78
$526K 0.1%
4,069
-3,866
79
$520K 0.1%
3,694
+804
80
$520K 0.1%
25,000
81
$517K 0.1%
1,352
+170
82
$510K 0.1%
+18,120
83
$477K 0.09%
9,405
84
$477K 0.09%
1,218
+257
85
$464K 0.09%
1,119
+432
86
$456K 0.09%
10,731
-330
87
$452K 0.09%
2,644
-1,775
88
$436K 0.09%
7,445
+4,450
89
$428K 0.08%
27,051
-96
90
$421K 0.08%
30,040
+2,000
91
$417K 0.08%
+10,593
92
$410K 0.08%
3,815
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93
$402K 0.08%
6,610
+811
94
$401K 0.08%
1,249
95
$398K 0.08%
13,000
96
$394K 0.08%
10,731
-709
97
$393K 0.08%
35,337
98
$388K 0.08%
2,680
-740
99
$387K 0.08%
+5,549
100
$384K 0.08%
+8,070
2 3
4
5 6