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
$425M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$8.45M
4
BABA icon
Alibaba
BABA
+$3.57M
5
COIN icon
Coinbase
COIN
+$2.99M

Top Sells

1
+$10.1M
2
+$3.27M
3
+$2.26M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.92M
5
T icon
AT&T
T
+$1.34M

Sector Composition

1 Financials 13.69%
2 Technology 12.18%
3 Consumer Discretionary 10.33%
4 Communication Services 6.42%
5 Healthcare 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$292K 0.07%
+1,019
102
$286K 0.07%
5,401
+86
103
$281K 0.06%
+2,044
104
$278K 0.06%
3,672
105
$265K 0.06%
1,098
+78
106
$260K 0.06%
+1,073
107
$256K 0.06%
20,900
+2,500
108
$254K 0.06%
+12,680
109
$253K 0.06%
+2,363
110
$250K 0.06%
+1,859
111
$248K 0.06%
9,400
112
$245K 0.06%
+7,900
113
$245K 0.06%
2,000
-385
114
$244K 0.06%
+9,184
115
$244K 0.06%
4,477
+100
116
$244K 0.06%
3,740
117
$235K 0.05%
+1,000
118
$234K 0.05%
3,800
119
$233K 0.05%
462
-1,065
120
$224K 0.05%
+3,498
121
$221K 0.05%
3,876
-29
122
$217K 0.05%
991
-293
123
$210K 0.05%
1,273
-801
124
$210K 0.05%
+4,800
125
$210K 0.05%
12,000
3 4
5
6 7