BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
+1.04%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$357M
AUM Growth
+$357M
(-26%)
Cap. Flow
-$124M
Cap. Flow
% of AUM
-34.69%
Top 10 Holdings %
Top 10 Hldgs %
37.93%
Holding
118
New
15
Increased
24
Reduced
39
Closed
28
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$4.52M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.23M |
| 3 |
Snowflake
SNOW
|
$3.54M |
| 4 |
NVIDIA
NVDA
|
$3.52M |
| 5 |
Salesforce
CRM
|
$3.2M |
Top Sells
Sector Composition
| 1 | Technology | 16.53% |
| 2 | Consumer Discretionary | 13.56% |
| 3 | Communication Services | 9.88% |
| 4 | Financials | 8.95% |
| 5 | Healthcare | 8.66% |
