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
$402M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.3M
2
+$5.01M
3
+$3.43M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.34M
5
NXPI icon
NXP Semiconductors
NXPI
+$3.22M

Top Sells

1
+$4.53M
2
+$3.94M
3
+$3.62M
4
UNH icon
UnitedHealth
UNH
+$3.25M
5
AMZN icon
Amazon
AMZN
+$2.97M

Sector Composition

1 Financials 11.39%
2 Technology 10.39%
3 Healthcare 8.84%
4 Consumer Discretionary 7.7%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,191
127
– –
-3,972
128
– –
-5,705
129
– –
-11,577
130
– –
-531,000
2 3 4 5
6