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
$437M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$5.64M
3
+$3.26M
4
SHEL icon
Shell
SHEL
+$2.44M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.43M

Top Sells

1
+$7.63M
2
+$6.71M
3
+$5.47M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.81M
5
A icon
Agilent Technologies
A
+$3.2M

Sector Composition

1 Technology 12.19%
2 Financials 11.01%
3 Consumer Discretionary 8.45%
4 Communication Services 7.51%
5 Healthcare 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$129K 0.03%
12,937
-1,967
102
$126K 0.03%
12,562
103
$78.5K 0.02%
12,000
104
$49.8K 0.01%
12,019
+184
105
– –
-28,647
106
– –
-13,102
107
– –
-13,479
108
– –
-5,368
109
– –
-96,091
110
– –
-9,565
111
– –
-4,667
112
– –
-36,500
113
– –
-12,576
114
– –
0
115
– –
-35,095
116
– –
-12,000
117
– –
-18,753
118
– –
-39,343
119
– –
-3,062
120
– –
-3,498
121
– –
-645
1 2 3 4
5