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
$118M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$226K
3
+$223K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$172K
5
AVGO icon
Broadcom
AVGO
+$59.4K

Top Sells

1
+$424K
2
+$346K
3
+$345K
4
INTC icon
Intel
INTC
+$340K
5
AAPL icon
Apple
AAPL
+$323K

Sector Composition

1 Technology 40.91%
2 Communication Services 8.02%
3 Consumer Discretionary 7.38%
4 Healthcare 7.17%
5 Consumer Staples 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$691K 0.59%
2,687
-205
27
$674K 0.57%
3,405
+1,700
28
$608K 0.51%
2,995
-20
29
$546K 0.46%
3,492
-50
30
$541K 0.46%
3,912
31
$475K 0.4%
943
-407
32
$475K 0.4%
2,225
-29
33
$443K 0.38%
5,468
34
$418K 0.35%
7,075
-666
35
$404K 0.34%
14,442
-579
36
$404K 0.34%
2,200
37
$386K 0.33%
4,400
38
$375K 0.32%
7,892
-496
39
$375K 0.32%
9,085
-268
40
$374K 0.32%
1,300
41
$367K 0.31%
1,470
42
$361K 0.31%
9,088
-137
43
$346K 0.29%
723
44
$342K 0.29%
1,715
45
$300K 0.25%
16,210
46
$283K 0.24%
1,250
47
$280K 0.24%
842
+1
48
$280K 0.24%
1,618
49
$268K 0.23%
3,000
50
$250K 0.21%
2,107
1
2
3