BWA

Blodgett Wealth Advisors Portfolio holdings

AUM $145M
1-Year Est. Return 29.84%
This Quarter Est. Return
1 Year Est. Return
+29.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$12M
3
+$9.48M
4
AMZN icon
Amazon
AMZN
+$6.53M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.8%
2 Consumer Discretionary 10.21%
3 Communication Services 9.16%
4 Healthcare 7.86%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.92%
+2,488
27
$1.17M 0.91%
+4,237
28
$1.16M 0.9%
+8,050
29
$1.14M 0.88%
+7,961
30
$1.08M 0.84%
+3,060
31
$1.04M 0.8%
+20,138
32
$966K 0.75%
+21,720
33
$951K 0.74%
+11,765
34
$939K 0.73%
+62,250
35
$887K 0.69%
+4,095
36
$863K 0.67%
+4,285
37
$772K 0.6%
+9,808
38
$765K 0.59%
+2,000
39
$749K 0.58%
+5,530
40
$742K 0.58%
+5,390
41
$731K 0.57%
+2,825
42
$673K 0.52%
+5,488
43
$667K 0.52%
+3,111
44
$666K 0.52%
+3,895
45
$603K 0.47%
+1,200
46
$600K 0.47%
+19,721
47
$563K 0.44%
+30,276
48
$547K 0.42%
+1,374
49
$527K 0.41%
+1,555
50
$514K 0.4%
+6,188
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