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
$490M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.25M
3
+$6.3M
4
DIS icon
Walt Disney
DIS
+$4.24M
5
NVDA icon
NVIDIA
NVDA
+$3.37M

Top Sells

1
+$7.21M
2
+$6.35M
3
+$4.73M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.2M
5
BIDU icon
Baidu
BIDU
+$798K

Sector Composition

1 Financials 14.79%
2 Communication Services 12.15%
3 Consumer Discretionary 11.39%
4 Technology 11.38%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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