BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
-17.54%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$367M
AUM Growth
+$367M
(-16%)
Cap. Flow
+$28.4M
Cap. Flow
% of AUM
7.73%
Top 10 Holdings %
Top 10 Hldgs %
39.74%
Holding
145
New
11
Increased
44
Reduced
31
Closed
17
Top Buys
| 1 |
Amazon
AMZN
|
$22.2M |
| 2 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$6.7M |
| 3 |
iShares Semiconductor ETF
SOXX
|
$3.96M |
| 4 |
Alibaba
BABA
|
$2.48M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$2.28M |
Top Sells
| 1 |
iShares US Consumer Staples ETF
IYK
|
$12.1M |
| 2 |
SPDR S&P Kensho New Economies Composite ETF
KOMP
|
$7.09M |
| 3 |
Visa
V
|
$1.48M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$527K |
| 5 |
Target
TGT
|
$502K |
Sector Composition
| 1 | Financials | 17.17% |
| 2 | Technology | 13.47% |
| 3 | Consumer Discretionary | 12.8% |
| 4 | Communication Services | 10.16% |
| 5 | Healthcare | 3.22% |
