BWM
Bulltick Wealth Management Portfolio holdings
AUM
$471M
1-Year Est. Return
19.98%
This Fund
S&P 500
1 Year Est. Return
+19.98%
AUM
$423M
AUM Growth
+$17.7M
(+4.4%)
Holding
142
Top Buys
| 1 | +$10.8M | |
| 2 | +$7.53M | |
| 3 | +$7.45M | |
| 4 |
Novo Nordisk
NVO
|
+$5.67M |
| 5 |
iShares Gold Trust
IAU
|
+$5.61M |
Top Sells
| 1 | +$15.2M | |
| 2 | +$7.53M | |
| 3 | +$5.29M | |
| 4 |
Adobe
ADBE
|
+$3.35M |
| 5 |
NVIDIA
NVDA
|
+$2.7M |
Sector Composition
| 1 | Technology | 18.93% |
| 2 | Consumer Discretionary | 8.35% |
| 3 | Financials | 8.13% |
| 4 | Healthcare | 6.24% |
| 5 | Communication Services | 5.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
KULR Technology Group
KULR
$128M
| – | – |
-46,250
|
|
||
127
Intuitive Machines
LUNR
$2.35B
| – | – |
-35,000
|
|
||
128
Altria Group
MO
$116B
| – | – |
-25,000
|
|
||
|
CALY
129
Callaway Golf Company
CALY
$2.59B
| – | – |
-39,075
|
|
||
130
Marvell Technology
MRVL
$69.2B
| – | – |
-11,250
|
|
||
131
Micron Technology
MU
$464B
| – | – |
-7,000
|
|
||
132
Cloudflare
NET
$60.6B
| – | – |
-12,524
|
|
||
133
Ouster
OUST
$1.14B
| – | – |
-25,000
|
|
||
134
PepsiCo
PEP
$232B
| – | – |
-7,674
|
|
||
135
QuantumScape Corp
QS
$4.16B
| – | – |
-36,500
|
|
||
136
Snowflake
SNOW
$57.6B
| – | – |
-9,043
|
|
||
137
Energy Fuels
UUUU
$5.13B
| – | – |
-332,000
|
|
||
138
State Street Health Care Select Sector SPDR ETF
XLV
$42.5B
| – | – |
-16,261
|
|
||
139
ZIM Integrated Shipping Services
ZIM
$3.47B
| – | – |
-88,000
|
|
||
|
SERV
140
Serve Robotics
SERV
$744M
| – | – |
-31,000
|
|
||
|
NBIS
141
Nebius Group N.V.
NBIS
$23.1B
| – | – |
-20,000
|
|
||
|
CRWV
142
CoreWeave Inc
CRWV
$41.5B
| – | – |
-12,000
|
|