BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
+3%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$403M
AUM Growth
+$403M
(+13%)
Cap. Flow
+$23.3M
Cap. Flow
% of AUM
5.78%
Top 10 Holdings %
Top 10 Hldgs %
46.23%
Holding
116
New
27
Increased
33
Reduced
36
Closed
8
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$58M |
| 2 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$21M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$9.48M |
| 4 |
NVIDIA
NVDA
|
$7.59M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$6.23M |
Top Sells
| 1 |
iShares US Home Construction ETF
ITB
|
$10.8M |
| 2 |
UnitedHealth
UNH
|
$9.28M |
| 3 |
Starbucks
SBUX
|
$7.23M |
| 4 |
British American Tobacco
BTI
|
$7.15M |
| 5 |
Parker-Hannifin
PH
|
$7.11M |
Sector Composition
| 1 | Technology | 18.62% |
| 2 | Consumer Discretionary | 8.89% |
| 3 | Communication Services | 8.56% |
| 4 | Financials | 4.63% |
| 5 | Healthcare | 4.15% |
