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
$490M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.25M
3
+$6.3M
4
DIS icon
Walt Disney
DIS
+$4.24M
5
NVDA icon
NVIDIA
NVDA
+$3.37M

Top Sells

1
+$7.21M
2
+$6.35M
3
+$4.73M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.2M
5
BIDU icon
Baidu
BIDU
+$798K

Sector Composition

1 Financials 14.79%
2 Communication Services 12.15%
3 Consumer Discretionary 11.39%
4 Technology 11.38%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$238K 0.05%
500
-195
127
$238K 0.05%
+14,396
128
$238K 0.05%
4,770
-6,438
129
$238K 0.05%
+11,260
130
$217K 0.04%
5,942
131
$210K 0.04%
+527
132
$208K 0.04%
18,900
133
$205K 0.04%
+1,024
134
$203K 0.04%
+4,844
135
$202K 0.04%
+6,050
136
$157K 0.03%
12,562
137
$141K 0.03%
2,588
-1,212
138
$125K 0.02%
12,000
139
$93.3K 0.02%
15,000
-5,500
140
$79.2K 0.02%
19,273
141
$45K 0.01%
43,700
-2,000
142
$37.4K 0.01%
11,368
+113
143
$29.8K 0.01%
+11,700
144
– –
-7,584
145
– –
-15,700
146
– –
-2,240
147
– –
-9,400
148
– –
-5,754
149
– –
-1,713
150
– –
-1,411
3 4 5
6
7