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
$439M
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.9M
3
+$7.52M
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$6.93M
5
VHT icon
Vanguard Health Care ETF
VHT
+$6.77M

Top Sells

1
+$19.6M
2
+$12.9M
3
+$11.5M
4
HUM icon
Humana
HUM
+$11.2M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$10M

Sector Composition

1 Financials 18.09%
2 Technology 13.13%
3 Consumer Discretionary 12.23%
4 Communication Services 9.48%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$556K 0.13%
1,575
-239
77
$543K 0.12%
3,161
-957
78
$516K 0.12%
8,460
79
$508K 0.11%
1,356
+771
80
$507K 0.11%
4,069
81
$502K 0.11%
+2,367
82
$499K 0.11%
+9,745
83
$493K 0.11%
+10,470
84
$491K 0.11%
5,394
+201
85
$484K 0.11%
6,445
-130
86
$481K 0.11%
15,200
+5,300
87
$473K 0.11%
1,303
+776
88
$465K 0.1%
35,337
89
$451K 0.1%
5,339
+1,494
90
$437K 0.1%
3,996
+96
91
$434K 0.1%
+1,896
92
$425K 0.1%
2,396
-248
93
$408K 0.09%
+4,169
94
$407K 0.09%
8,175
+1,875
95
$396K 0.09%
13,463
-10,930
96
$388K 0.09%
+947
97
$380K 0.09%
13,000
98
$378K 0.09%
7,135
+525
99
$374K 0.08%
2,680
100
$359K 0.08%
1,249
2 3
4
5 6