BWM

Bulltick Wealth Management Portfolio holdings

AUM $471M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$480M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.49M
3
+$5.13M
4
TSLA icon
Tesla
TSLA
+$4.94M
5
AMZN icon
Amazon
AMZN
+$4.47M

Top Sells

1
+$6.91M
2
+$6.26M
3
+$5.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.16M
5
DIS icon
Walt Disney
DIS
+$4.06M

Sector Composition

1 Technology 11.61%
2 Consumer Discretionary 11.07%
3 Financials 9.58%
4 Communication Services 7.99%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$101K 0.02%
12,000
102
$58.2K 0.01%
12,019
103
– –
-19,693
104
– –
-35,337
105
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-6,580
106
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-48,402
107
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-10,893
108
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-224,648
109
– –
-174,425
110
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-3,420
111
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0
112
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-4,174
113
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-5,030
114
– –
-13,000
115
– –
-12,937
116
– –
-13,524
117
– –
-7,482
1 2 3 4
5