BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
+5.25%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$426M
AUM Growth
+$426M
(+12%)
Cap. Flow
+$19.8M
Cap. Flow
% of AUM
4.65%
Top 10 Holdings %
Top 10 Hldgs %
33.55%
Holding
141
New
17
Increased
42
Reduced
47
Closed
20
Top Buys
| 1 |
British American Tobacco
BTI
|
$6.65M |
| 2 |
CVS Health
CVS
|
$6.32M |
| 3 |
Vodafone
VOD
|
$5.15M |
| 4 |
PayPal
PYPL
|
$5.14M |
| 5 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$3.76M |
Top Sells
| 1 |
Amazon
AMZN
|
$6.66M |
| 2 |
PepsiCo
PEP
|
$4.44M |
| 3 |
Skyworks Solutions
SWKS
|
$4.4M |
| 4 |
Apple
AAPL
|
$4.15M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$3.5M |
Sector Composition
| 1 | Technology | 10.94% |
| 2 | Financials | 10.9% |
| 3 | Communication Services | 8.43% |
| 4 | Healthcare | 8.32% |
| 5 | Consumer Discretionary | 7.99% |
