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
$435M
AUM Growth
+$9.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$5.9M
3
+$5.04M
4
BIDU icon
Baidu
BIDU
+$2.81M
5
COF icon
Capital One
COF
+$2M

Top Sells

1
+$2.64M
2
+$1.64M
3
+$1.58M
4
MS icon
Morgan Stanley
MS
+$1.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$660K

Sector Composition

1 Financials 12.83%
2 Technology 11.85%
3 Consumer Discretionary 10.84%
4 Communication Services 10.6%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.1M 5.93%
159,120
+35,920
2
$18.4M 4.17%
1,189,290
+1,089,357
3
$16.1M 3.67%
114,110
-2,599
4
$15.2M 3.45%
102,591
+34,044
5
$14.7M 3.34%
110,060
-11,820
6
$13.8M 3.14%
209,140
-4,285
7
$13.7M 3.1%
366,070
-1,840
8
$13.5M 3.06%
47,723
-998
9
$13.4M 3.03%
274,112
-10,493
10
$13.3M 3.01%
79,912
-2,525
11
$13M 2.96%
87,798
+870
12
$12.8M 2.91%
248,220
-7,825
13
$12.7M 2.89%
221,085
-2,745
14
$12M 2.72%
170,625
-4,191
15
$11.4M 2.59%
45,898
-2,130
16
$11.1M 2.52%
40,700
-395
17
$11M 2.51%
434,349
-20,005
18
$10.3M 2.33%
39,413
-979
19
$10.1M 2.29%
275,255
-4,430
20
$9.46M 2.15%
24,253
-1,167
21
$9.24M 2.1%
41,469
-1,015
22
$8.83M 2%
33,430
-795
23
$8.69M 1.97%
10,364
-165
24
$8.31M 1.89%
136,445
-1,510
25
$8.05M 1.83%
72,910
+2,310
1
2 3 4 5