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
$439M
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.9M
3
+$7.52M
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$6.93M
5
VHT icon
Vanguard Health Care ETF
VHT
+$6.77M

Top Sells

1
+$19.6M
2
+$12.9M
3
+$11.5M
4
HUM icon
Humana
HUM
+$11.2M
5
EWJ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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168
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