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
$367M
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.96M
3
+$3.3M
4
BABA icon
Alibaba
BABA
+$2.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M

Top Sells

1
+$12.1M
2
+$7.09M
3
+$1.65M
4
V icon
Visa
V
+$1.48M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$527K

Sector Composition

1 Financials 17.17%
2 Technology 13.47%
3 Consumer Discretionary 12.8%
4 Communication Services 10.16%
5 Healthcare 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$276K 0.07%
3,007
-212
102
$276K 0.07%
+52,380
103
$265K 0.07%
2,719
104
$262K 0.07%
9,821
-12,990
105
$254K 0.07%
35,337
106
$251K 0.07%
5,974
107
$250K 0.07%
+1,910
108
$247K 0.07%
4,900
109
$243K 0.07%
+10,593
110
$243K 0.06%
7,716
111
$238K 0.06%
2,530
112
$235K 0.06%
1,691
-205
113
$226K 0.06%
6,911
-300
114
$218K 0.06%
5,115
-98
115
$217K 0.06%
+6,600
116
$211K 0.06%
+6,200
117
$209K 0.06%
12,810
+500
118
$202K 0.05%
2,600
-200
119
$201K 0.05%
2,228
-203
120
$187K 0.05%
47,777
121
$119K 0.03%
12,562
122
$116K 0.03%
14,396
123
$61.7K 0.02%
2,518
124
$34.4K 0.01%
12,000
125
$32.2K 0.01%
11,509
+141
2 3 4
5
6