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
$403M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$58M
2
+$21M
3
+$9.48M
4
NVDA icon
NVIDIA
NVDA
+$7.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.23M

Top Sells

1
+$10.8M
2
+$9.28M
3
+$7.23M
4
BTI icon
British American Tobacco
BTI
+$7.15M
5
PH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$691K 0.17%
+4,059
77
$611K 0.15%
+1,154
78
$547K 0.13%
6,055
-316
79
$542K 0.13%
22,885
80
$510K 0.12%
+13,620
81
$494K 0.12%
845
-15,872
82
$474K 0.11%
+2,673
83
$458K 0.11%
1,886
+679
84
$458K 0.11%
11,512
+4,115
85
$447K 0.11%
4,415
+45
86
$438K 0.11%
708
+7
87
$432K 0.1%
+7,500
88
$430K 0.1%
5,216
-5,635
89
$337K 0.08%
6,667
-492
90
$333K 0.08%
7,142
91
$329K 0.08%
+14,041
92
$319K 0.08%
47,777
93
$298K 0.07%
+1,350
94
$297K 0.07%
1,925
-22
95
$290K 0.07%
+4,476
96
$280K 0.07%
11,924
97
$262K 0.06%
+5,788
98
$249K 0.06%
+8,478
99
$247K 0.06%
2,450
-100
100
$234K 0.06%
4,771
1 2 3
4
5