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
$353M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$8.49M
3
+$8.44M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.44M
5
WHR icon
Whirlpool
WHR
+$2.26M

Top Sells

1
+$5.26M
2
+$5.17M
3
+$3.78M
4
JPM icon
JPMorgan Chase
JPM
+$2.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.57M

Sector Composition

1 Technology 13.02%
2 Consumer Discretionary 12.51%
3 Financials 10.6%
4 Communication Services 6.58%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.7M 4.91%
114,220
-12,280
2
$17.2M 4.77%
140,562
+8,538
3
$13.7M 3.81%
279,015
4
$13.7M 3.8%
336,770
5
$13.5M 3.75%
199,070
6
$12.5M 3.47%
52,984
+1,991
7
$12M 3.33%
74,627
8
$12M 3.32%
52,792
+1,780
9
$11.9M 3.29%
283,360
-54,216
10
$11.8M 3.27%
114,180
-24,880
11
$11.3M 3.13%
79,794
-9,879
12
$10.7M 2.98%
156,640
+1,007
13
$10.1M 2.81%
209,970
14
$10.1M 2.8%
32,985
+412
15
$9.95M 2.76%
46,990
+1,207
16
$9.88M 2.74%
43,198
+2,163
17
$9.76M 2.71%
23,245
18
$9.72M 2.7%
87,998
-15,588
19
$9.12M 2.53%
37,570
+173
20
$8.63M 2.4%
+127,405
21
$8.49M 2.36%
+256,315
22
$8.47M 2.35%
154,915
23
$8.44M 2.34%
+85,810
24
$8.01M 2.22%
350,367
+91,589
25
$8.01M 2.22%
34,440
-16,280
1
2 3 4 5