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
$403M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$58M
2
+$21M
3
+$9.48M
4
NVDA icon
NVIDIA
NVDA
+$7.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.23M

Top Sells

1
+$10.8M
2
+$9.28M
3
+$7.23M
4
BTI icon
British American Tobacco
BTI
+$7.15M
5
PH icon
Parker-Hannifin
PH
+$7.11M

Sector Composition

1 Technology 18.62%
2 Consumer Discretionary 8.89%
3 Communication Services 8.56%
4 Financials 4.63%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.05%
+7,157
102
$208K 0.05%
+2,172
103
$204K 0.05%
1,866
-868
104
$181K 0.04%
12,000
105
$162K 0.04%
12,500
-47,000
106
$162K 0.04%
12,562
107
$62.2K 0.02%
12,197
108
$25K 0.01%
+1,023
109
– –
-1,979
110
– –
-18,386
111
– –
-34,275
112
– –
-53,238
113
– –
-4,887
114
– –
-3,892
115
– –
-6,451
116
– –
-155,530
1 2 3 4
5