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
$424M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$23.7M
2 +$12M
3 +$5.02M
4
IAU icon
iShares Gold Trust
IAU
+$4.99M
5
GEV icon
GE Vernova
GEV
+$3.48M

Top Sells

1 +$9.47M
2 +$5.55M
3 +$4.17M
4
HAL icon
Halliburton
HAL
+$3.78M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.4M

Sector Composition

1 Technology 17.39%
2 Communication Services 8.14%
3 Consumer Discretionary 6.89%
4 Financials 4.17%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,500
127
-10,330
128
-1,866
129
-70,026
130
-1,023