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
$119M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$301K
3
+$214K
4
CRWD icon
CrowdStrike
CRWD
+$180K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$95.7K

Top Sells

1
+$1.25M
2
+$654K
3
+$364K
4
AAPL icon
Apple
AAPL
+$304K
5
PG icon
Procter & Gamble
PG
+$251K

Sector Composition

1 Technology 39.26%
2 Consumer Discretionary 7.67%
3 Communication Services 7.33%
4 Healthcare 7.06%
5 Consumer Staples 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$760K 0.64%
4,408
-2
27
$719K 0.6%
2,627
-60
28
$718K 0.6%
4,200
-200
29
$662K 0.56%
2,995
30
$581K 0.49%
3,943
+451
31
$557K 0.47%
3,912
32
$544K 0.46%
950
+7
33
$482K 0.41%
5,468
34
$473K 0.4%
1,300
35
$460K 0.39%
2,225
36
$420K 0.35%
7,891
-1
37
$410K 0.35%
6,525
-550
38
$409K 0.34%
1,470
39
$401K 0.34%
8,921
-164
40
$390K 0.33%
13,461
-981
41
$368K 0.31%
2,200
42
$361K 0.3%
9,097
+9
43
$358K 0.3%
1,618
44
$333K 0.28%
682
-41
45
$323K 0.27%
826
-16
46
$312K 0.26%
3,000
47
$307K 0.26%
16,210
48
$307K 0.26%
3,200
-1,200
49
$301K 0.25%
+425
50
$292K 0.25%
1,715
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2
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