BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.2M
3
+$2.53M
4
TSLA icon
Tesla
TSLA
+$2.31M
5
DIS icon
Walt Disney
DIS
+$2.21M

Top Sells

1
+$6.37M
2
+$4.97M
3
+$3.05M
4
BX icon
Blackstone
BX
+$2.36M
5
BLK icon
Blackrock
BLK
+$2.21M

Sector Composition

1 Financials 14.56%
2 Technology 11.53%
3 Consumer Discretionary 9.59%
4 Communication Services 8.52%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$455K 0.13%
9,745
77
$447K 0.13%
4,203
-1,900
78
$445K 0.13%
13,016
-10,660
79
$445K 0.13%
8,460
80
$435K 0.12%
1,633
+345
81
$413K 0.12%
4,831
+926
82
$411K 0.12%
2,307
+272
83
$410K 0.12%
3,455
+1,031
84
$396K 0.11%
7,685
+200
85
$385K 0.11%
11,024
-1,230
86
$377K 0.11%
13,600
87
$376K 0.11%
2,127
-28
88
$366K 0.1%
5,653
-792
89
$363K 0.1%
2,590
+175
90
$361K 0.1%
2,400
-60
91
$337K 0.1%
7,104
-471
92
$336K 0.1%
+13,871
93
$334K 0.09%
2,376
94
$323K 0.09%
2,490
-1,450
95
$309K 0.09%
+10,241
96
$306K 0.09%
16,600
-46
97
$295K 0.08%
13,000
98
$295K 0.08%
35,337
99
$295K 0.08%
+8,486
100
$293K 0.08%
+2,890
2 3
4
5 6