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
$381M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.19M
3
+$5.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.99M
5
MELI icon
Mercado Libre
MELI
+$4.95M

Top Sells

1
+$6.57M
2
+$6.05M
3
+$4.81M
4
SBNY
Signature Bank
SBNY
+$4.16M
5
NVDA icon
NVIDIA
NVDA
+$3.28M

Sector Composition

1 Technology 13.26%
2 Consumer Discretionary 11%
3 Financials 10.89%
4 Communication Services 8.23%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.09%
+2,003
102
$331K 0.09%
10,297
-2,719
103
$324K 0.08%
+122
104
$323K 0.08%
16,800
+200
105
$318K 0.08%
+3,655
106
$317K 0.08%
+60,000
107
$316K 0.08%
+4,954
108
$302K 0.08%
47,777
109
$298K 0.08%
13,000
110
$287K 0.07%
5,705
111
$280K 0.07%
3,493
-11,057
112
$243K 0.06%
2,563
-156
113
$232K 0.06%
+1,929
114
$232K 0.06%
+9,934
115
$225K 0.06%
3,310
-2,343
116
$224K 0.06%
36,938
-4,102
117
$223K 0.06%
4,781
118
$217K 0.06%
777
+5
119
$206K 0.05%
14,396
120
$140K 0.04%
12,562
121
$78.4K 0.02%
12,000
122
$74.4K 0.02%
49,600
-34,400
123
$59.9K 0.02%
15,675
124
$43.1K 0.01%
11,680
125
– –
-36,128
3 4
5
6 7