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
$96.2M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$230K
3
+$218K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$217K
5
CAT icon
Caterpillar
CAT
+$206K

Top Sells

1
+$212K
2
+$210K
3
+$206K
4
AMD icon
Advanced Micro Devices
AMD
+$195K
5
NVDA icon
NVIDIA
NVDA
+$192K

Sector Composition

1 Technology 33.16%
2 Healthcare 10.75%
3 Consumer Discretionary 8.81%
4 Communication Services 6.99%
5 Consumer Staples 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$756K 0.78%
10,000
27
$738K 0.76%
19,837
-3,721
28
$718K 0.74%
4,565
+900
29
$713K 0.74%
5,294
-200
30
$664K 0.69%
4,812
-150
31
$633K 0.66%
12,241
-1,999
32
$577K 0.6%
2,730
-390
33
$568K 0.59%
19,721
34
$497K 0.51%
4,360
-1,715
35
$474K 0.49%
16,520
-200
36
$469K 0.49%
2,614
+3
37
$462K 0.48%
2,225
+225
38
$437K 0.45%
1,670
-360
39
$407K 0.42%
5,568
40
$403K 0.42%
1,250
-80
41
$379K 0.39%
1,300
42
$353K 0.37%
1,658
43
$338K 0.35%
2,302
+650
44
$338K 0.35%
3,150
45
$299K 0.31%
16,210
46
$294K 0.3%
8,791
-333
47
$271K 0.28%
3,000
48
$254K 0.26%
1,385
49
$251K 0.26%
28,672
-988
50
$251K 0.26%
680
-15
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