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
$82.5M
AUM Growth
-$7.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$356K
2
+$339K
3
+$312K
4
XOM icon
Exxon Mobil
XOM
+$275K
5
AMD icon
Advanced Micro Devices
AMD
+$103K

Top Sells

1
+$772K
2
+$379K
3
+$299K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$267K
5
FDX icon
FedEx
FDX
+$261K

Sector Composition

1 Technology 26.03%
2 Healthcare 12.26%
3 Consumer Discretionary 9.99%
4 Communication Services 7.37%
5 Consumer Staples 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.31%
3,000
52
$239K 0.29%
895
-100
53
$237K 0.28%
1,600
-1,125
54
$228K 0.27%
1,918
55
$211K 0.25%
4,869
-1,497
56
$200K 0.24%
2,107
57
$199K 0.24%
1,765
-590
58
$188K 0.23%
12,239
-1,948
59
$139K 0.17%
16,395
60
– –
-1,600
61
– –
-2,670
62
– –
-1,585
63
– –
-2,890
64
– –
-1,150
1 2
3