BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
+4.99%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$349M
AUM Growth
+$16.1M
(+4.8%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
37.22%
Holding
149
New
30
Increased
34
Reduced
42
Closed
15
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$10.9M |
| 2 |
First Trust Natural Gas ETF
FCG
|
$8.2M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$2.53M |
| 4 |
Tesla
TSLA
|
$2.31M |
| 5 |
Walt Disney
DIS
|
$2.21M |
Top Sells
| 1 |
Pultegroup
PHM
|
$6.37M |
| 2 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
$4.97M |
| 3 |
NVIDIA
NVDA
|
$3.05M |
| 4 |
Blackstone
BX
|
$2.36M |
| 5 |
Blackrock
BLK
|
$2.21M |
Sector Composition
| 1 | Financials | 14.56% |
| 2 | Technology | 11.53% |
| 3 | Consumer Discretionary | 9.59% |
| 4 | Communication Services | 8.52% |
| 5 | Healthcare | 3.79% |
