BWM

Bulltick Wealth Management Portfolio holdings

AUM $453M
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.53M
3
+$7.45M
4
NVO
Novo Nordisk
NVO
+$5.67M
5
IAU icon
iShares Gold Trust
IAU
+$5.61M

Top Sells

1
+$15.2M
2
+$7.53M
3
+$5.29M
4
ADBE icon
Adobe
ADBE
+$3.35M
5
NVDA icon
NVIDIA
NVDA
+$2.7M

Sector Composition

1 Technology 18.93%
2 Consumer Discretionary 8.35%
3 Financials 8.13%
4 Healthcare 6.24%
5 Communication Services 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$499K 0.12%
+1,830
77
$486K 0.11%
6,796
-330
78
$482K 0.11%
+1,189
79
$475K 0.11%
10,000
80
$436K 0.1%
9,541
81
$422K 0.1%
686
-8,738
82
$407K 0.1%
1,154
-9,330
83
$402K 0.1%
2,908
+1,113
84
$401K 0.09%
+10,237
85
$390K 0.09%
11,384
+969
86
$357K 0.08%
4,866
87
$350K 0.08%
26,000
+16,000
88
$321K 0.08%
1,729
-506
89
$290K 0.07%
12,562
90
$273K 0.06%
5,300
-5,950
91
$272K 0.06%
9,289
+268
92
$260K 0.06%
3,424
-110
93
$257K 0.06%
+6,752
94
$254K 0.06%
1,572
-5,254
95
$250K 0.06%
+1,263
96
$247K 0.06%
+2,620
97
$242K 0.06%
+1,355
98
$241K 0.06%
4,467
+57
99
$239K 0.06%
+305
100
$225K 0.05%
7,770
+167
2 3
4
5 6