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
$439M
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.9M
3
+$7.52M
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$6.93M
5
VHT icon
Vanguard Health Care ETF
VHT
+$6.77M

Top Sells

1
+$19.6M
2
+$12.9M
3
+$11.5M
4
HUM icon
Humana
HUM
+$11.2M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$10M

Sector Composition

1 Financials 18.09%
2 Technology 13.13%
3 Consumer Discretionary 12.23%
4 Communication Services 9.48%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$359K 0.08%
+1,755
102
$354K 0.08%
7,716
-4,550
103
$351K 0.08%
2,376
104
$323K 0.07%
5,974
105
$314K 0.07%
47,777
106
$304K 0.07%
2,530
107
$300K 0.07%
8,921
-1,860
108
$291K 0.07%
5,213
-200
109
$285K 0.06%
7,675
-3,056
110
$277K 0.06%
2,719
-1,096
111
$271K 0.06%
2,431
-376
112
$266K 0.06%
+3,219
113
$262K 0.06%
6,020
-2,050
114
$243K 0.05%
+12,310
115
$243K 0.05%
14,396
116
$231K 0.05%
1,513
117
$230K 0.05%
+4,900
118
$229K 0.05%
+8,750
119
$225K 0.05%
+4,530
120
$224K 0.05%
15,150
-3,750
121
$218K 0.05%
+799
122
$218K 0.05%
3,740
123
$213K 0.05%
5,971
+1,127
124
$208K 0.05%
+979
125
$206K 0.05%
+2,800
3 4
5
6 7