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
$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
1
$17.5M 4.55%
118,302
-390
2
$16.1M 4.19%
67,711
-1,515
3
$14.6M 3.79%
140,844
-11,405
4
$14.5M 3.77%
140,624
-58,608
5
$14.3M 3.71%
203,517
-795
6
$13.5M 3.49%
46,698
-963
7
$12.2M 3.17%
430,676
8
$11.7M 3.04%
245,215
9
$11.2M 2.9%
115,501
-169
10
$10.8M 2.81%
253,487
11
$10M 2.59%
60,682
-6,750
12
$9.3M 2.41%
41,271
-12,536
13
$9.12M 2.36%
22,195
-6,090
14
$9.11M 2.36%
327,126
15
$8.92M 2.31%
26,540
+2
16
$8.25M 2.14%
21,415
+1,087
17
$7.74M 2.01%
77,278
+1,340
18
$7.73M 2%
75,656
-47,031
19
$7.64M 1.98%
178,910
20
$7.61M 1.97%
24,840
-9,305
21
$7.53M 1.95%
334,510
22
$6.79M 1.76%
21,547
-7,689
23
$6.68M 1.73%
188,235
24
$6.41M 1.66%
+22,420
25
$6.27M 1.63%
82,589
-16,971
1
2 3 4 5