BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
+4.1%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$490M
AUM Growth
+$490M
(+13%)
Cap. Flow
+$37.6M
Cap. Flow
% of AUM
7.67%
Top 10 Holdings %
Top 10 Hldgs %
37.42%
Holding
163
New
25
Increased
50
Reduced
40
Closed
20
Top Buys
| 1 |
Visa
V
|
$12M |
| 2 |
Alibaba
BABA
|
$8.25M |
| 3 |
Meta Platforms (Facebook)
META
|
$6.3M |
| 4 |
Walt Disney
DIS
|
$4.24M |
| 5 |
NVIDIA
NVDA
|
$3.37M |
Top Sells
| 1 |
Apple
AAPL
|
$7.21M |
| 2 |
KL
Kirkland Lake Gold Ltd Ordinary
KL
|
$6.35M |
| 3 |
Qualcomm
QCOM
|
$4.73M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.2M |
| 5 |
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% |
