BWM

Bulltick Wealth Management Portfolio holdings

AUM $471M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$2.75M
3
+$2.2M
4
UNH icon
UnitedHealth
UNH
+$2.11M
5
MU icon
Micron Technology
MU
+$1.47M

Top Sells

1
+$5.51M
2
+$5.5M
3
+$4.19M
4
MSFT icon
Microsoft
MSFT
+$3.77M
5
T icon
AT&T
T
+$3.69M

Sector Composition

1 Financials 17.45%
2 Technology 12.51%
3 Consumer Discretionary 12.16%
4 Communication Services 9.08%
5 Healthcare 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-16,449
127
– –
-2,228
128
– –
-6,200
129
– –
-2,518
130
– –
-1,691
131
– –
-7,644
132
– –
-14,879
133
– –
-48,700
2 3 4 5
6