BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
1-Year Return
20.24%
This Quarter Return
+10.06%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$332M
AUM Growth
–
Cap. Flow
+$332M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.63%
Holding
104
New
102
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$20.6M |
| 2 |
Apple
AAPL
|
$17.5M |
| 3 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$15M |
| 4 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
$13.4M |
| 5 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$12.5M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Telefonica
TEF
$29.8B
| $65.5K | 0.02% |
+18,259
| New | +$65.5K |
|
102
Banco Santander
SAN
$142B
| $46.9K | 0.01% |
+15,378
| New | +$46.9K |
|
103
Airbnb
ABNB
$76.8B
| – | – |
0
| – | – |
|
104
Invesco QQQ Trust
QQQ
$368B
| – | – |
0
| – | – |
|