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
$471M
AUM Growth
+$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$15.4M
3
+$10.5M
4
KMB icon
Kimberly-Clark
KMB
+$7.31M
5
META icon
Meta Platforms (Facebook)
META
+$5.96M

Top Sells

1
+$9.32M
2
+$8.28M
3
+$5.14M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$4.79M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.78M

Sector Composition

1 Technology 19.41%
2 Consumer Discretionary 10.29%
3 Financials 6.71%
4 Communication Services 5.87%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEM icon
76
Newmont
NEM
$124B
$572K 0.12%
+5,730
PFE icon
77
Pfizer
PFE
$146B
$567K 0.12%
22,765
-400
PG icon
78
Procter & Gamble
PG
$341B
$560K 0.12%
+3,911
NBIS
79
Nebius Group N.V.
NBIS
$45B
$536K 0.11%
+6,400
PEP icon
80
PepsiCo
PEP
$211B
$518K 0.11%
+3,605
GS icon
81
Goldman Sachs
GS
$276B
$510K 0.11%
+580
CVX icon
82
Chevron
CVX
$362B
$472K 0.1%
+3,100
DIS icon
83
Walt Disney
DIS
$188B
$455K 0.1%
3,969
+2,170
APD icon
84
Air Products & Chemicals
APD
$65.8B
$452K 0.1%
1,830
MA icon
85
Mastercard
MA
$438B
$450K 0.1%
+788
JMBS icon
86
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.65B
$445K 0.09%
9,744
+203
GBTC icon
87
Grayscale Bitcoin Trust
GBTC
$31.8B
$437K 0.09%
6,399
-674
MS icon
88
Morgan Stanley
MS
$305B
$405K 0.09%
+2,280
LLY icon
89
Eli Lilly
LLY
$846B
$400K 0.08%
372
-1,690
ABBV icon
90
AbbVie
ABBV
$356B
$392K 0.08%
+1,714
COST icon
91
Costco
COST
$448B
$375K 0.08%
+435
BWMX icon
92
Betterware México
BWMX
$625M
$369K 0.08%
26,000
VXUS icon
93
Vanguard Total International Stock ETF
VXUS
$148B
$367K 0.08%
4,866
JNJ icon
94
Johnson & Johnson
JNJ
$533B
$367K 0.08%
1,773
+44
ISRG icon
95
Intuitive Surgical
ISRG
$159B
$348K 0.07%
+614
SILJ icon
96
Amplify Junior Silver Miners ETF
SILJ
$4.19B
$348K 0.07%
12,562
HAL icon
97
Halliburton
HAL
$33.3B
$346K 0.07%
12,250
-43,750
GEV icon
98
GE Vernova
GEV
$280B
$344K 0.07%
526
-160
QCOM icon
99
Qualcomm
QCOM
$231B
$333K 0.07%
+1,949
ETHE
100
Grayscale Ethereum Staking ETF Shares
ETHE
$1.95B
$309K 0.07%
12,668
+1,284
2 3
4
5 6