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
$367M
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.96M
3
+$3.3M
4
BABA icon
Alibaba
BABA
+$2.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M

Top Sells

1
+$12.1M
2
+$7.09M
3
+$1.65M
4
V icon
Visa
V
+$1.48M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$527K

Sector Composition

1 Financials 17.17%
2 Technology 13.47%
3 Consumer Discretionary 12.8%
4 Communication Services 10.16%
5 Healthcare 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$488K 0.13%
9,745
77
$484K 0.13%
13,305
78
$478K 0.13%
9,045
79
$462K 0.12%
10,470
80
$458K 0.12%
1,678
+103
81
$446K 0.12%
6,445
82
$443K 0.12%
1,314
+367
83
$437K 0.12%
4,905
+1,744
84
$432K 0.12%
2,432
+36
85
$427K 0.11%
8,460
86
$410K 0.11%
2,345
+989
87
$408K 0.11%
6,420
-4,502
88
$374K 0.1%
5,339
89
$356K 0.1%
13,600
-1,600
90
$354K 0.09%
2,035
+280
91
$346K 0.09%
7,485
+350
92
$341K 0.09%
12,021
-1,442
93
$320K 0.09%
1,173
-730
94
$315K 0.08%
13,300
-10,300
95
$314K 0.08%
13,000
96
$313K 0.08%
2,376
97
$304K 0.08%
+2,260
98
$292K 0.08%
3,820
-176
99
$278K 0.07%
1,249
100
$277K 0.07%
+540
2 3
4
5 6