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
$402M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.67M
3
+$3.34M
4
A icon
Agilent Technologies
A
+$3.2M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.11M

Top Sells

1
+$4.53M
2
+$3.74M
3
+$3.63M
4
UNH icon
UnitedHealth
UNH
+$3.33M
5
AMZN icon
Amazon
AMZN
+$2.82M

Sector Composition

1 Financials 11.39%
2 Technology 10.39%
3 Healthcare 8.84%
4 Consumer Discretionary 7.7%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$675K 0.16%
10,290
+351
77
$646K 0.16%
5,014
78
$603K 0.14%
8,933
+600
79
$583K 0.14%
5,626
-1,017
80
$575K 0.14%
+2,873
81
$550K 0.13%
18,753
-1,150
82
$549K 0.13%
22,885
83
$536K 0.13%
49,350
84
$533K 0.13%
10,695
+2,654
85
$467K 0.11%
12,576
86
$450K 0.11%
9,783
-1,007
87
$407K 0.1%
4,584
+1,248
88
$404K 0.1%
9,565
-64
89
$397K 0.1%
+22,970
90
$375K 0.09%
8,928
-60
91
$368K 0.09%
3,739
+1,651
92
$361K 0.09%
3,480
93
$347K 0.08%
3,835
+20
94
$332K 0.08%
656
+1
95
$290K 0.07%
8,732
-1,260
96
$289K 0.07%
5,368
-1,100
97
$279K 0.07%
13,000
98
$267K 0.06%
+12,000
99
$262K 0.06%
17,417
-5,144
100
$250K 0.06%
3,498
-6,670
2 3
4
5 6