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
$437M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.64M
3
+$3.26M
4
SHEL icon
Shell
SHEL
+$2.44M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.43M

Top Sells

1
+$7.63M
2
+$6.71M
3
+$5.47M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.81M
5
A icon
Agilent Technologies
A
+$3.2M

Sector Composition

1 Technology 12.19%
2 Financials 11.01%
3 Consumer Discretionary 8.45%
4 Communication Services 7.51%
5 Healthcare 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$631K 0.14%
+9,248
77
$615K 0.14%
10,379
-8,759
78
$607K 0.14%
4,449
-565
79
$583K 0.13%
7,536
-49,198
80
$559K 0.13%
49,109
-241
81
$553K 0.13%
8,986
-797
82
$514K 0.12%
22,885
83
$479K 0.11%
26,390
+3,420
84
$476K 0.11%
9,405
-8,218
85
$434K 0.1%
+4,370
86
$376K 0.09%
+8,175
87
$349K 0.08%
658
+2
88
$338K 0.08%
3,121
-618
89
$314K 0.07%
13,000
90
$288K 0.07%
6,028
-2,900
91
$281K 0.06%
7,482
-1,250
92
$259K 0.06%
2,412
-1,068
93
$257K 0.06%
2,560
-1,275
94
$250K 0.06%
10,830
+220
95
$245K 0.06%
503
-62
96
$236K 0.05%
2,513
-2,071
97
$230K 0.05%
47,777
98
$227K 0.05%
13,524
-3,893
99
$217K 0.05%
+35,337
100
$210K 0.05%
4,174
1 2 3
4
5