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
$426M
AUM Growth
+$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.5M
3
+$5.46M
4
PYPL icon
PayPal
PYPL
+$5.25M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.6M

Top Sells

1
+$5.83M
2
+$4.48M
3
+$4.4M
4
AAPL icon
Apple
AAPL
+$3.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.37M

Sector Composition

1 Technology 10.94%
2 Financials 10.9%
3 Communication Services 8.43%
4 Healthcare 8.32%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,781
127
– –
-1,929
128
– –
-3,655
129
– –
-1,515
130
– –
-34,075
131
– –
-26,075
132
– –
-12,398
133
– –
-9,550
134
– –
-4,954
135
– –
-1,418
136
– –
-14,396
137
– –
-37,280
138
– –
-8,309
139
– –
-60,000
140
– –
-625
141
– –
-2,003
2 3 4 5
6