BWM

Bulltick Wealth Management Portfolio holdings

AUM $423M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.19M
3
+$5.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.99M
5
MELI icon
Mercado Libre
MELI
+$4.95M

Top Sells

1
+$6.57M
2
+$6.05M
3
+$4.81M
4
SBNY
Signature Bank
SBNY
+$4.16M
5
NVDA icon
NVIDIA
NVDA
+$3.28M

Sector Composition

1 Technology 13.26%
2 Consumer Discretionary 11%
3 Financials 10.89%
4 Communication Services 8.23%
5 Healthcare 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,580
152
– –
-2,376
153
– –
-1,249
154
– –
-7,104
155
– –
-12,000
3 4 5 6
7