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
$435M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.9M
3
+$5.04M
4
BIDU icon
Baidu
BIDU
+$2.81M
5
COF icon
Capital One
COF
+$2M

Top Sells

1
+$2.64M
2
+$1.64M
3
+$1.58M
4
MS icon
Morgan Stanley
MS
+$1.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$660K

Sector Composition

1 Financials 12.83%
2 Technology 11.85%
3 Consumer Discretionary 10.84%
4 Communication Services 10.6%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
0
152
– –
-10,045
153
– –
-1,098
154
– –
-2,000
3 4 5 6
7