BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
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
+$9.25M
2
+$8.37M
3
+$5.21M
4
NVDA icon
NVIDIA
NVDA
+$4.32M
5
GNL icon
Global Net Lease
GNL
+$4.02M

Top Sells

1
+$52.3M
2
+$10M
3
+$5.59M
4
DIS icon
Walt Disney
DIS
+$5.1M
5
SHEL icon
Shell
SHEL
+$3M

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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-9,000
127
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-17,816
128
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-5,435
129
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-12,113
130
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-7,006
131
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-4,771
132
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-38,550
133
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-3,521
134
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-3,579
135
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-20,000
136
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-2,255
137
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-176,000
138
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-12,000
2 3 4 5
6