BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
+15.63%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$405M
AUM Growth
+$405M
(+7.5%)
Cap. Flow
-$12.1M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
40.09%
Holding
141
New
19
Increased
48
Reduced
37
Closed
20
Top Buys
| 1 |
Vertiv
VRT
|
$6.75M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$5.77M |
| 3 |
UnitedHealth
UNH
|
$4.99M |
| 4 |
Broadcom
AVGO
|
$4.58M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$4.04M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$5.57M |
| 2 |
NVIDIA
NVDA
|
$4.6M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$4.41M |
| 4 |
Walt Disney
DIS
|
$4.26M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$4.13M |
Sector Composition
| 1 | Technology | 19.76% |
| 2 | Financials | 7.5% |
| 3 | Consumer Discretionary | 5.94% |
| 4 | Healthcare | 5.5% |
| 5 | Communication Services | 5.49% |
