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
$333M
AUM Growth
-$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.03M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.69M
5
MU icon
Micron Technology
MU
+$1.27M

Top Sells

1
+$4.86M
2
+$4.8M
3
+$3.75M
4
MSFT icon
Microsoft
MSFT
+$3.33M
5
T icon
AT&T
T
+$3.11M

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