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
$333M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.03M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
MU icon
Micron Technology
MU
+$1.27M

Top Sells

1
+$4.86M
2
+$4.8M
3
+$3.75M
4
MSFT icon
Microsoft
MSFT
+$3.33M
5
T icon
AT&T
T
+$3.11M

Sector Composition

1 Financials 17.45%
2 Technology 12.51%
3 Consumer Discretionary 12.16%
4 Communication Services 9.08%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$442K 0.13%
9,045
77
$425K 0.13%
13,305
78
$421K 0.13%
1,575
-103
79
$410K 0.12%
3,905
-1,000
80
$409K 0.12%
13,600
81
$399K 0.12%
8,460
82
$377K 0.11%
6,445
83
$368K 0.11%
+4,100
84
$361K 0.11%
5,339
85
$356K 0.11%
1,273
+100
86
$352K 0.11%
2,155
-277
87
$350K 0.1%
12,254
+233
88
$350K 0.1%
2,035
89
$345K 0.1%
1,288
-825
90
$342K 0.1%
7,485
91
$334K 0.1%
5,920
-500
92
$332K 0.1%
+2,460
93
$327K 0.1%
+7,575
94
$324K 0.1%
2,415
+155
95
$293K 0.09%
2,376
96
$277K 0.08%
13,000
97
$276K 0.08%
25,000
-184,425
98
$273K 0.08%
3,145
+138
99
$269K 0.08%
35,337
100
$267K 0.08%
1,249
2 3
4
5 6