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
$425M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.1M
3
+$8.45M
4
BABA icon
Alibaba
BABA
+$3.57M
5
COIN icon
Coinbase
COIN
+$2.99M

Top Sells

1
+$10.1M
2
+$3.27M
3
+$2.26M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.92M
5
T icon
AT&T
T
+$1.34M

Sector Composition

1 Financials 13.69%
2 Technology 12.18%
3 Consumer Discretionary 10.33%
4 Communication Services 6.42%
5 Healthcare 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 4.9%
123,200
+8,980
2
$16M 3.69%
116,709
-23,853
3
$15.5M 3.59%
68,547
+15,755
4
$15.5M 3.58%
367,910
+31,140
5
$14.9M 3.44%
121,880
+7,700
6
$14.8M 3.41%
213,425
+14,355
7
$14.2M 3.29%
82,437
+7,810
8
$13.3M 3.08%
284,605
+1,245
9
$13.3M 3.07%
256,045
-22,970
10
$13.2M 3.05%
48,721
-4,263
11
$13.2M 3.04%
86,928
+7,134
12
$12.5M 2.89%
223,830
+13,860
13
$11.9M 2.74%
48,028
+4,830
14
$11.8M 2.73%
174,816
+18,176
15
$11.8M 2.72%
40,392
+2,822
16
$11.7M 2.71%
+454,354
17
$11.3M 2.6%
25,420
+2,175
18
$10.1M 2.33%
+41,095
19
$9.93M 2.3%
42,484
-4,506
20
$9.79M 2.26%
279,685
+23,370
21
$9.22M 2.13%
137,955
+10,550
22
$9.21M 2.13%
10,529
-9
23
$8.95M 2.07%
55,975
+6,975
24
$8.85M 2.04%
43,893
+41,906
25
$8.52M 1.97%
34,225
-215
1
2 3 4 5