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
$490M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.25M
3
+$6.3M
4
DIS icon
Walt Disney
DIS
+$4.24M
5
NVDA icon
NVIDIA
NVDA
+$3.37M

Top Sells

1
+$7.21M
2
+$6.35M
3
+$4.73M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.2M
5
BIDU icon
Baidu
BIDU
+$798K

Sector Composition

1 Financials 14.79%
2 Communication Services 12.15%
3 Consumer Discretionary 11.39%
4 Technology 11.38%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$380K 0.08%
8,076
+226
102
$378K 0.07%
6,252
+3,093
103
$363K 0.07%
5,974
104
$357K 0.07%
10,781
-3,350
105
$352K 0.07%
+585
106
$350K 0.07%
2,376
107
$346K 0.07%
9,900
+3,250
108
$345K 0.07%
3,345
-706
109
$343K 0.07%
5,413
110
$343K 0.07%
2,530
111
$333K 0.07%
+3,845
112
$310K 0.06%
11,616
+1,000
113
$305K 0.06%
6,300
-150
114
$302K 0.06%
+5,550
115
$292K 0.06%
2,807
-433
116
$280K 0.06%
1,635
-2,304
117
$274K 0.05%
6,700
+1,050
118
$269K 0.05%
56,000
+28,000
119
$262K 0.05%
3,740
120
$261K 0.05%
1,968
121
$256K 0.05%
+2,000
122
$255K 0.05%
4,307
-70
123
$249K 0.05%
47,777
124
$249K 0.05%
+12,600
125
$247K 0.05%
1,513
-1,084
3 4
5
6 7