BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
+11.23%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$437M
AUM Growth
+$437M
(+8.7%)
Cap. Flow
-$6.82M
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
33.85%
Holding
121
New
9
Increased
35
Reduced
51
Closed
16
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$6.67M |
| 2 |
PepsiCo
PEP
|
$5.64M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.26M |
| 4 |
Shell
SHEL
|
$2.44M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.43M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.63M |
| 2 |
CVS Health
CVS
|
$6.71M |
| 3 |
Johnson & Johnson
JNJ
|
$5.47M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.81M |
| 5 |
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% |
