BWM
Bulltick Wealth Management Portfolio holdings
AUM
$453M
1-Year Est. Return
18.12%
This Fund
S&P 500
1 Year Est. Return
+18.12%
AUM
$453M
AUM Growth
-$17.9M
(-3.8%)
Holding
162
Top Buys
| 1 | +$9.83M | |
| 2 | +$6.44M | |
| 3 | +$5.56M | |
| 4 |
Apollo Global Management
APO
|
+$5.15M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$4.54M |
Top Sells
| 1 | +$19.9M | |
| 2 | +$10.1M | |
| 3 | +$8.6M | |
| 4 |
iShares Gold Trust
IAU
|
+$7.26M |
| 5 |
Nike
NKE
|
+$6.13M |
Sector Composition
| 1 | Technology | 22.6% |
| 2 | Financials | 9.64% |
| 3 | Consumer Discretionary | 6.8% |
| 4 | Communication Services | 5.9% |
| 5 | Industrials | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.72B
| – | – |
-9,744
|
|
||
152
iShares Russell 1000 Growth ETF
IWF
$132B
| – | – |
-11,224
|
|
||
153
Iris Energy
IREN
$22.7B
| – | – |
-20,000
|
|
||
154
Hecla Mining
HL
$11.9B
| – | – |
-47,777
|
|
||
155
Halliburton
HAL
$32.5B
| – | – |
-12,250
|
|
||
156
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17B
| – | – |
-20,946
|
|
||
157
Chevron
CVX
$363B
| – | – |
-3,100
|
|
||
158
Costco
COST
$424B
| – | – |
-435
|
|
||
159
ConocoPhillips
COP
$139B
| – | – |
-6,950
|
|
||
160
Capital One
COF
$117B
| – | – |
-2,610
|
|
||
161
Strive Inc
ASST
$1.34B
| – | – |
-1,376
|
|
||
162
ASML
ASML
$622B
| – | – |
-2,094
|
|