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
51
$487K 0.38%
+1,300
52
$464K 0.36%
+9,612
53
$452K 0.35%
+1,345
54
$452K 0.35%
+2,735
55
$430K 0.33%
+11,000
56
$427K 0.33%
+20,210
57
$417K 0.32%
+2,000
58
$394K 0.31%
+3,440
59
$393K 0.3%
+9,183
60
$382K 0.3%
+1,650
61
$361K 0.28%
+600
62
$351K 0.27%
+10,050
63
$347K 0.27%
+2,956
64
$329K 0.26%
+1,590
65
$327K 0.25%
+1,960
66
$327K 0.25%
+1,500
67
$325K 0.25%
+6,576
68
$321K 0.25%
+1,927
69
$298K 0.23%
+1,713
70
$269K 0.21%
+1,460
71
$267K 0.21%
+16,395
72
$260K 0.2%
+1,800
73
$260K 0.2%
+6,309
74
$256K 0.2%
+1,918
75
$256K 0.2%
+3,000
1 2
3
4