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
$435M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.9M
3
+$5.04M
4
BIDU icon
Baidu
BIDU
+$2.81M
5
COF icon
Capital One
COF
+$2M

Top Sells

1
+$2.64M
2
+$1.64M
3
+$1.58M
4
MS icon
Morgan Stanley
MS
+$1.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$660K

Sector Composition

1 Financials 12.83%
2 Technology 11.85%
3 Consumer Discretionary 10.84%
4 Communication Services 10.6%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$300K 0.07%
6,450
102
$299K 0.07%
695
-700
103
$295K 0.07%
5,413
+12
104
$289K 0.07%
+7,584
105
$282K 0.06%
10,616
+1,432
106
$281K 0.06%
3,766
-250
107
$279K 0.06%
5,650
108
$264K 0.06%
462
109
$263K 0.06%
47,777
110
$262K 0.06%
1,968
+109
111
$258K 0.06%
1,411
+338
112
$257K 0.06%
+1,713
113
$255K 0.06%
1,963
-1,370
114
$246K 0.06%
+2,995
115
$242K 0.05%
6,650
-1,250
116
$241K 0.05%
3,740
117
$236K 0.05%
2,240
-90
118
$235K 0.05%
9,400
119
$231K 0.05%
3,800
120
$231K 0.05%
4,377
-100
121
$231K 0.05%
5,942
-1,575
122
$226K 0.05%
+687
123
$222K 0.05%
3,159
-1,200
124
$211K 0.05%
995
+4
125
$201K 0.05%
3,672
3 4
5
6 7