BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$8.49M
3
+$8.44M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
WHR icon
Whirlpool
WHR
+$2.26M

Top Sells

1
+$5.26M
2
+$5.17M
3
+$3.78M
4
JPM icon
JPMorgan Chase
JPM
+$2.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.57M

Sector Composition

1 Technology 13.02%
2 Consumer Discretionary 12.51%
3 Financials 10.6%
4 Communication Services 6.58%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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0
128
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-9,900
129
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-15,050
130
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-7,629
131
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-13,179
132
– –
-8,000
133
– –
-3,207
134
– –
-6,300
135
– –
-13,810
136
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0
2 3 4 5
6