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
$367M
AUM Growth
-$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$3.96M
3
+$3.3M
4
BABA icon
Alibaba
BABA
+$2.48M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.28M

Top Sells

1
+$12.1M
2
+$7.09M
3
+$1.65M
4
V icon
Visa
V
+$1.48M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$527K

Sector Composition

1 Financials 17.17%
2 Technology 13.47%
3 Consumer Discretionary 12.8%
4 Communication Services 10.16%
5 Healthcare 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$23.9K 0.01%
11,700
127
$10.9K ﹤0.01%
48,700
128
– –
-6,020
129
– –
-7,675
130
– –
-1,200
131
– –
-979
132
– –
-4,169
133
– –
-8,921
134
– –
-4,530
135
– –
-181,380
136
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-136,442
137
– –
-15,150
138
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-1,513
139
– –
-3,740
140
– –
-2,367
141
– –
-5,971
142
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-799
143
– –
-8,750
144
– –
0
145
– –
-8,175
2 3 4 5
6