BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
-$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$4.23M
3
+$3.54M
4
CRM icon
Salesforce
CRM
+$3.2M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.98M

Top Sells

1
+$22M
2
+$19M
3
+$16.3M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$15.1M
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$12.3M

Sector Composition

1 Technology 16.53%
2 Consumer Discretionary 13.56%
3 Communication Services 9.88%
4 Financials 8.95%
5 Healthcare 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5