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
$86.2M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$225K
3
+$210K
4
F icon
Ford
F
+$26.5K
5
BAC icon
Bank of America
BAC
+$17.2K

Top Sells

1
+$2.11M
2
+$992K
3
+$248K
4
T icon
AT&T
T
+$225K
5
CAT icon
Caterpillar
CAT
+$216K

Sector Composition

1 Technology 30.87%
2 Healthcare 11.58%
3 Consumer Discretionary 8.6%
4 Communication Services 6.74%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.27%
1,385
52
$227K 0.26%
+1,652
53
$225K 0.26%
+1,765
54
$223K 0.26%
695
-125
55
$222K 0.26%
2,107
56
$212K 0.25%
1,000
-350
57
$212K 0.25%
2,195
58
$210K 0.24%
+5,000
59
$206K 0.24%
2,670
60
$155K 0.18%
13,500
-5,000
61
$91.9K 0.11%
29,660
-340
62
$26.5K 0.03%
+2,100
63
– –
-4,569
64
– –
-1,400
65
– –
-12,241
66
– –
-902
1 2
3