BWM

Bulltick Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$8.45M
4
BABA icon
Alibaba
BABA
+$3.57M
5
COIN icon
Coinbase
COIN
+$2.99M

Top Sells

1
+$10.1M
2
+$3.27M
3
+$2.26M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.92M
5
T icon
AT&T
T
+$1.34M

Sector Composition

1 Financials 13.69%
2 Technology 12.18%
3 Consumer Discretionary 10.33%
4 Communication Services 6.42%
5 Healthcare 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$208K 0.05%
+1,789
127
$205K 0.05%
+2,451
128
$201K 0.05%
+1,031
129
$191K 0.04%
12,562
130
$189K 0.04%
+12,200
131
$174K 0.04%
+15,700
132
$109K 0.03%
20,500
133
$102K 0.02%
+45,700
134
$91.3K 0.02%
12,000
135
$80.5K 0.02%
18,355
-918
136
$66.7K 0.02%
1,520
137
$44K 0.01%
11,255
+84
138
– –
-785
139
– –
-40,000
140
– –
-7,722
141
– –
-1,458
142
– –
-6,504
143
– –
-1,893
144
– –
-7,486
145
– –
-32,985
146
– –
-27,424
147
– –
-11,304
148
– –
-16,854
149
– –
-2,700
150
– –
-370
3 4 5
6
7