BWA
Blodgett Wealth Advisors Portfolio holdings
AUM
$145M
1-Year Est. Return
29.84%
1 Year Est. Return
+29.84%
AUM
$145M
AUM Growth
+$17.6M
(+14%)
Holding
66
Top Buys
| 1 | +$414K | |
| 2 | +$270K | |
| 3 | +$204K | |
| 4 |
Palantir
PLTR
|
+$203K |
| 5 |
Sysco
SYY
|
+$202K |
Top Sells
| 1 | +$643K | |
| 2 | +$505K | |
| 3 | +$348K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$254K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$242K |
Sector Composition
| 1 | Technology | 38.07% |
| 2 | Communication Services | 13.06% |
| 3 | Consumer Discretionary | 9.29% |
| 4 | Financials | 5.65% |
| 5 | Consumer Staples | 4.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Charles Schwab
SCHW
$167B
| $302K | 0.21% |
3,167
|
|
||
52
Consolidated Edison
ED
$34.8B
| $302K | 0.21% |
3,000
|
|
||
53
Vanguard High Dividend Yield ETF
VYM
$68.1B
| $297K | 0.2% |
2,107
|
|
||
54
iShares National Muni Bond ETF
MUB
$41.4B
| $292K | 0.2% |
2,739
|
|
||
55
Arista Networks
ANET
$161B
| $270K | 0.19% |
+1,850
|
|
||
56
Blackstone
BX
$117B
| $243K | 0.17% |
1,423
+3
|
|
||
57
Danaher
DHR
$161B
| $232K | 0.16% |
1,170
-300
|
|
||
58
Allstate
ALL
$54.6B
| $204K | 0.14% |
+950
|
|
||
59
Caterpillar
CAT
$277B
| $203K | 0.14% |
426
-200
|
|
||
|
60
Palantir
PLTR
$420B
| $203K | 0.14% |
+1,115
|
|
||
|
61
Sysco
SYY
$35.1B
| $202K | 0.14% |
+2,450
|
|
||
62
Vanguard FTSE Emerging Markets ETF
VWO
$103B
| $200K | 0.14% |
+3,692
|
|
||
63
Vanguard Value ETF
VTV
$154B
| $37.2K | 0.03% |
10,158
+5
|
|
||
|
CARM
64
DELISTED
Carisma Therapeutics
CARM
| $6.58K | ﹤0.01% |
24,001
|
|
||
65
ChargePoint
CHPT
$195M
| – | – |
-719
|
|
||
|
66
Dimensional US Core Equity Market ETF
DFAU
$10.2B
| – | – |
-5,712
|
|