BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
1-Year Est. Return
20.24%
1 Year Est. Return
+20.24%
AUM
$405M
AUM Growth
+$28.4M
(+7.5%)
Holding
141
Top Buys
| 1 | +$6.75M | |
| 2 | +$5.77M | |
| 3 | +$4.99M | |
| 4 |
Broadcom
AVGO
|
+$4.58M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.04M |
Top Sells
| 1 | +$5.57M | |
| 2 | +$4.6M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Biomerica
BMRA
$8.55M
| – | – |
-17,144
|
|
||
127
iShares JPMorgan EM Corporate Bond ETF
CEMB
$398M
| – | – |
-26,841
|
|
||
128
Delta Air Lines
DAL
$38.9B
| – | – |
-10,459
|
|
||
129
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.24B
| – | – |
-17,164
|
|
||
130
Home Depot
HD
$390B
| – | – |
-561
|
|
||
131
Luminar Technologies
LAZR
$133M
| – | – |
-31,100
|
|
||
132
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$407M
| – | – |
-32,495
|
|
||
133
iShares MBS ETF
MBB
$41.7B
| – | – |
-2,172
|
|
||
134
Norwegian Cruise Line
NCLH
$10.4B
| – | – |
-78,800
|
|
||
135
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.32B
| – | – |
-27,788
|
|
||
136
SoundHound AI
SOUN
$7.75B
| – | – |
-131,600
|
|
||
137
Direxion Daily Technology Bull 3x Shares
TECL
$4.17B
| – | – |
-4,104
|
|
||
138
Tesla
TSLA
$1.46T
| – | – |
-2,192
|
|
||
139
United Airlines
UAL
$32.1B
| – | – |
-12,344
|
|
||
140
Vistra
VST
$68.2B
| – | – |
-3,150
|
|
||
141
Wolfspeed
WOLF
$801M
| – | – |
-27,900
|
|