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
$424M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$12M
3
+$5.02M
4
IAU icon
iShares Gold Trust
IAU
+$4.99M
5
GEV icon
GE Vernova
GEV
+$3.48M

Top Sells

1
+$9.47M
2
+$5.55M
3
+$4.17M
4
HAL icon
Halliburton
HAL
+$3.78M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.4M

Sector Composition

1 Technology 17.39%
2 Communication Services 8.14%
3 Consumer Discretionary 6.89%
4 Financials 4.17%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$741K 0.17%
7,651
+1,596
77
$681K 0.16%
+89,125
78
$674K 0.15%
1,250
+96
79
$655K 0.15%
2,705
+819
80
$649K 0.15%
3,521
+848
81
$642K 0.15%
24,376
82
$628K 0.14%
1,556
-13,739
83
$604K 0.14%
17,816
+4,196
84
$594K 0.14%
7,006
+1,790
85
$565K 0.13%
16,648
+5,136
86
$563K 0.13%
6,548
-24,650
87
$554K 0.13%
7,481
+814
88
$548K 0.13%
22,885
89
$520K 0.12%
+18,780
90
$494K 0.11%
+11,250
91
$486K 0.11%
+4,898
92
$472K 0.11%
1,235
-1,435
93
$437K 0.1%
5,153
-3,693
94
$430K 0.1%
+1,484
95
$428K 0.1%
4,415
96
$390K 0.09%
+21,500
97
$370K 0.08%
710
+2
98
$353K 0.08%
+1,995
99
$347K 0.08%
+12,388
100
$338K 0.08%
4,000
-6,000
2 3
4
5 6