BWM

Bulltick Wealth Management Portfolio holdings

AUM $471M
1-Year Est. Return 19.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.98%
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
+$6.55M
2
+$6.11M
3
+$5.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5M
5
PEP icon
PepsiCo
PEP
+$4.42M

Top Sells

1
+$5.66M
2
+$5.28M
3
+$4.71M
4
SBNY
Signature Bank
SBNY
+$4.16M
5
AMP icon
Ameriprise Financial
AMP
+$3.05M

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
– –
-2,376
152
– –
-1,249
153
– –
-7,104
154
– –
-12,000
155
– –
-36,128
3 4 5 6
7