BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
+5.82%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$480M
AUM Growth
+$480M
(+9.8%)
Cap. Flow
+$28M
Cap. Flow
% of AUM
5.83%
Top 10 Holdings %
Top 10 Hldgs %
36.06%
Holding
117
New
12
Increased
40
Reduced
42
Closed
14
Top Buys
| 1 |
iShares Semiconductor ETF
SOXX
|
$14.3M |
| 2 |
WisdomTree India Earnings Fund ETF
EPI
|
$6.1M |
| 3 |
Sanofi
SNY
|
$5.47M |
| 4 |
Apple
AAPL
|
$4.84M |
| 5 |
Amazon
AMZN
|
$4.83M |
Top Sells
| 1 |
Accenture
ACN
|
$6.91M |
| 2 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$6.26M |
| 3 |
Blackrock
BLK
|
$5.34M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.15M |
| 5 |
Walt Disney
DIS
|
$4.75M |
Sector Composition
| 1 | Technology | 11.61% |
| 2 | Consumer Discretionary | 11.07% |
| 3 | Financials | 9.58% |
| 4 | Communication Services | 7.99% |
| 5 | Healthcare | 6.28% |
