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
$480M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.47M
3
+$4.84M
4
AMZN icon
Amazon
AMZN
+$4.83M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.5M

Top Sells

1
+$6.91M
2
+$6.26M
3
+$5.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.15M
5
DIS icon
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%
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
– –
-6,580
106
– –
-48,402
107
– –
-10,893
108
– –
-224,648
109
– –
-174,425
110
– –
-3,420
111
– –
0
112
– –
-4,174
113
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-503
114
– –
-13,000
115
– –
-12,937
116
– –
-13,524
117
– –
-7,482
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