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
$333M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.03M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
MU icon
Micron Technology
MU
+$1.27M

Top Sells

1
+$4.86M
2
+$4.8M
3
+$3.75M
4
MSFT icon
Microsoft
MSFT
+$3.33M
5
T icon
AT&T
T
+$3.11M

Sector Composition

1 Financials 17.45%
2 Technology 12.51%
3 Consumer Discretionary 12.16%
4 Communication Services 9.08%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.08%
16,646
-202,554
102
$254K 0.08%
7,716
103
$251K 0.08%
+2,424
104
$249K 0.07%
51,040
-1,340
105
$249K 0.07%
2,719
106
$235K 0.07%
9,821
107
$232K 0.07%
5,974
108
$222K 0.07%
6,200
-400
109
$222K 0.07%
10,593
110
$222K 0.07%
5,548
+433
111
$209K 0.06%
2,530
112
$191K 0.06%
13,195
+385
113
$188K 0.06%
47,777
114
$115K 0.03%
12,562
115
$96.9K 0.03%
14,396
116
$41K 0.01%
+10,000
117
$32.2K 0.01%
12,000
118
$26.7K 0.01%
11,509
119
$20.9K 0.01%
11,700
120
– –
-3,820
121
– –
-6,472
122
– –
-2,600
123
– –
-4,900
124
– –
-22,215
125
– –
-6,911
2 3 4
5
6