BWM

Bulltick Wealth Management Portfolio holdings

AUM $453M
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
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
+$7.12M
2
+$4.58M
3
+$3.88M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.46M
5
BABA icon
Alibaba
BABA
+$2.14M

Top Sells

1
+$12.1M
2
+$7.09M
3
+$1.57M
4
V icon
Visa
V
+$1.55M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$538K

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
– –
-2,367
129
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-5,971
130
– –
-799
131
– –
-6,020
132
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-7,675
133
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-1,200
134
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-979
135
– –
-4,169
136
– –
-8,921
137
– –
-4,530
138
– –
-181,380
139
– –
-136,442
140
– –
-15,150
141
– –
-1,513
142
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-3,740
143
– –
-8,750
144
– –
0
145
– –
-8,175
2 3 4 5
6