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
$480M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.47M
3
+$4.84M
4
AMZN icon
Amazon
AMZN
+$4.83M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.5M

Top Sells

1
+$6.91M
2
+$6.26M
3
+$5.34M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.15M
5
DIS icon
Walt Disney
DIS
+$4.75M

Sector Composition

1 Technology 11.61%
2 Consumer Discretionary 11.07%
3 Financials 9.58%
4 Communication Services 7.99%
5 Healthcare 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 3.77%
97,362
-4,296
2
$19.2M 3.29%
106,524
+26,791
3
$19M 3.26%
337,400
-4,467
4
$18.9M 3.24%
125,293
+29,812
5
$18.8M 3.22%
162,497
-21,855
6
$18.2M 3.11%
43,150
+7,404
7
$16.3M 2.78%
60,111
-1,680
8
$15.1M 2.58%
379,116
-11,775
9
$13.2M 2.26%
77,116
+28,209
10
$12.3M 2.11%
214,860
-6,870
11
$12M 2.05%
21,517
-3,097
12
$11.4M 1.94%
169,429
+7,955
13
$11.2M 1.92%
101,595
-3,891
14
$10.5M 1.8%
20,885
+1,938
15
$10.2M 1.75%
36,577
-2,289
16
$9.74M 1.67%
350,884
+77,299
17
$9.16M 1.57%
74,892
-38,848
18
$9.16M 1.57%
82,920
+12,301
19
$8.71M 1.49%
95,347
+37,948
20
$8.65M 1.48%
293,691
-7,700
21
$8.62M 1.48%
19,660
-745
22
$8.09M 1.38%
294,730
-8,145
23
$8.06M 1.38%
19,282
-630
24
$7.37M 1.26%
41,838
+8,633
25
$7.35M 1.26%
14,017
+8,044
1
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