BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.37%
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 +$6.65M
2 +$6.32M
3 +$5.15M
4
PYPL icon
PayPal
PYPL
+$5.14M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$3.76M

Top Sells

1 +$6.66M
2 +$4.44M
3 +$4.4M
4
AAPL icon
Apple
AAPL
+$4.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.5M

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
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141
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