BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.2M
3
+$2.53M
4
TSLA icon
Tesla
TSLA
+$2.31M
5
DIS icon
Walt Disney
DIS
+$2.21M

Top Sells

1
+$6.37M
2
+$4.97M
3
+$3.05M
4
BX icon
Blackstone
BX
+$2.36M
5
BLK icon
Blackrock
BLK
+$2.21M

Sector Composition

1 Financials 14.56%
2 Technology 11.53%
3 Consumer Discretionary 9.59%
4 Communication Services 8.52%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.08%
+6,796
102
$287K 0.08%
+5,705
103
$283K 0.08%
+5,958
104
$280K 0.08%
+10,000
105
$278K 0.08%
+2,980
106
$270K 0.08%
9,500
+3,300
107
$266K 0.08%
1,249
108
$266K 0.08%
47,777
109
$255K 0.07%
9,026
+1,310
110
$252K 0.07%
2,719
111
$251K 0.07%
+1,895
112
$244K 0.07%
5,974
113
$242K 0.07%
9,821
114
$242K 0.07%
+84,000
115
$240K 0.07%
1,580
-11,730
116
$232K 0.07%
+3,850
117
$231K 0.07%
+3,285
118
$222K 0.06%
10,593
119
$215K 0.06%
+470
120
$214K 0.06%
392
-1,250
121
$207K 0.06%
+4,781
122
$206K 0.06%
+12,000
123
$203K 0.06%
+772
124
$203K 0.06%
+15,980
125
$189K 0.05%
41,040
-10,000
2 3 4
5
6