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
$480M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.47M
3
+$4.84M
4
AMZN icon
Amazon
AMZN
+$4.83M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.5M

Top Sells

1
+$6.91M
2
+$6.26M
3
+$5.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.15M
5
DIS icon
Walt Disney
DIS
+$4.75M

Sector Composition

1 Technology 11.61%
2 Consumer Discretionary 11.07%
3 Financials 9.58%
4 Communication Services 7.99%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$618K 0.11%
+18,429
77
$559K 0.1%
6,851
-2,777
78
$543K 0.09%
22,885
79
$541K 0.09%
+7,528
80
$475K 0.08%
24,340
-2,050
81
$461K 0.08%
6,161
-3,087
82
$428K 0.07%
4,370
83
$423K 0.07%
6,936
-3,443
84
$387K 0.07%
665
+7
85
$387K 0.07%
+6,650
86
$366K 0.06%
+25,340
87
$350K 0.06%
+6,129
88
$342K 0.06%
6,511
+483
89
$322K 0.06%
7,142
-1,033
90
$302K 0.05%
2,812
+400
91
$301K 0.05%
13,235
+2,405
92
$287K 0.05%
2,734
-387
93
$273K 0.05%
2,500
-60
94
$243K 0.04%
+1,633
95
$233K 0.04%
+525
96
$230K 0.04%
47,777
97
$209K 0.04%
+4,086
98
$201K 0.03%
+7,157
99
$201K 0.03%
2,172
-341
100
$125K 0.02%
12,562
1 2 3
4
5