BWM
Bulltick Wealth Management Portfolio holdings
AUM
$405M
This Quarter Return
-6.75%
1 Year Return
+20.24%
3 Year Return
+61.95%
5 Year Return
–
10 Year Return
–
AUM
$439M
AUM Growth
+$439M
(-11%)
Cap. Flow
-$20.8M
Cap. Flow
% of AUM
-4.75%
Top 10 Holdings %
Top 10 Hldgs %
38.52%
Holding
168
New
25
Increased
42
Reduced
36
Closed
35
Top Buys
| 1 |
iShares US Consumer Staples ETF
IYK
|
$12.1M |
| 2 |
Blackstone
BX
|
$11.9M |
| 3 |
Parker-Hannifin
PH
|
$7.52M |
| 4 |
iShares MSCI Global Metals & Mining Producers ETF
PICK
|
$6.93M |
| 5 |
Vanguard Health Care ETF
VHT
|
$6.77M |
Top Sells
| 1 |
Vodafone
VOD
|
$19.6M |
| 2 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$12.9M |
| 3 |
WisdomTree Cloud Computing Fund
WCLD
|
$11.5M |
| 4 |
Humana
HUM
|
$11.2M |
| 5 |
iShares MSCI Japan ETF
EWJ
|
$10M |
Sector Composition
| 1 | Financials | 18.09% |
| 2 | Technology | 13.13% |
| 3 | Consumer Discretionary | 12.23% |
| 4 | Communication Services | 9.48% |
| 5 | Healthcare | 2.52% |
