BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.96%
2 Consumer Discretionary 12.61%
3 Financials 12.43%
4 Communication Services 7.63%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$65.5K 0.02%
+18,259
102
$46.9K 0.01%
+15,378
103
0
104
0