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
$97.7M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$434K
2
+$248K
3
+$243K
4
NVDA icon
NVIDIA
NVDA
+$208K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$202K

Top Sells

1
+$954K
2
+$625K
3
+$594K
4
MCD icon
McDonald's
MCD
+$445K
5
UPS icon
United Parcel Service
UPS
+$408K

Sector Composition

1 Technology 37.05%
2 Consumer Discretionary 8.68%
3 Healthcare 8.12%
4 Communication Services 7.81%
5 Consumer Staples 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.25%
841
+1
52
$248K 0.25%
+1,715
53
$243K 0.25%
+3,125
54
$241K 0.25%
1,250
55
$238K 0.24%
2,195
56
$235K 0.24%
2,107
57
$202K 0.21%
+6,072
58
$74.7K 0.08%
25,500
59
$25.6K 0.03%
2,100
60
– –
-2,617
61
– –
-1,893
62
– –
-2,475
1 2
3