BWM

Bulltick Wealth Management Portfolio holdings

AUM $471M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.5M
3
+$5.46M
4
PYPL icon
PayPal
PYPL
+$5.25M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.6M

Top Sells

1
+$5.83M
2
+$4.48M
3
+$4.4M
4
AAPL icon
Apple
AAPL
+$3.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.37M

Sector Composition

1 Technology 10.94%
2 Financials 10.9%
3 Communication Services 8.43%
4 Healthcare 8.32%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$666K 0.16%
5,014
+277
77
$655K 0.15%
1,945
78
$647K 0.15%
2,255
-1,806
79
$647K 0.15%
+9,939
80
$628K 0.15%
6,023
-951
81
$619K 0.15%
49,350
82
$586K 0.14%
19,903
+1,703
83
$552K 0.13%
3,972
+675
84
$521K 0.12%
22,885
85
$508K 0.12%
2,927
+145
86
$498K 0.12%
12,576
-49
87
$478K 0.11%
4,880
88
$466K 0.11%
+10,790
89
$441K 0.1%
9,629
-956
90
$441K 0.1%
+3,870
91
$440K 0.1%
1,290
+94
92
$413K 0.1%
8,988
+885
93
$403K 0.09%
8,041
+1,000
94
$398K 0.09%
+531,000
95
$381K 0.09%
7,910
-25,617
96
$375K 0.09%
3,480
-723
97
$360K 0.08%
22,561
+5,761
98
$357K 0.08%
3,815
99
$342K 0.08%
655
+3
100
$337K 0.08%
9,992
-305
2 3
4
5 6