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
$377M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$8.77M
3
+$5.05M
4
IAU icon
iShares Gold Trust
IAU
+$4.78M
5
DELL icon
Dell
DELL
+$4.31M

Top Sells

1
+$52.3M
2
+$10M
3
+$5.55M
4
VOD icon
Vodafone
VOD
+$5.24M
5
AMZN icon
Amazon
AMZN
+$3.38M

Sector Composition

1 Technology 18.06%
2 Financials 6.07%
3 Consumer Discretionary 6.06%
4 Communication Services 5.49%
5 Healthcare 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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129
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130
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131
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-7,006
132
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-4,771
133
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-38,550
134
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-3,521
135
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-3,579
136
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-20,000
137
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-2,255
138
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-12,000
2 3 4 5
6