BWA
Blodgett Wealth Advisors Portfolio holdings
AUM
$128M
This Quarter Return
+16.4%
1 Year Return
+18.44%
3 Year Return
+120.32%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+13%)
Cap. Flow
+$125K
Cap. Flow
% of AUM
0.11%
Top 10 Holdings %
Top 10 Hldgs %
70.1%
Holding
65
New
6
Increased
21
Reduced
16
Closed
2
Top Buys
| 1 |
Eli Lilly
LLY
|
$684K |
| 2 |
CrowdStrike
CRWD
|
$316K |
| 3 |
Uber
UBER
|
$286K |
| 4 |
Adobe
ADBE
|
$283K |
| 5 |
Microsoft
MSFT
|
$279K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.24M |
| 2 |
Johnson & Johnson
JNJ
|
$610K |
| 3 |
Exxon Mobil
XOM
|
$315K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$241K |
| 5 |
Chevron
CVX
|
$181K |
Sector Composition
| 1 | Technology | 38.36% |
| 2 | Healthcare | 8.32% |
| 3 | Consumer Discretionary | 8.14% |
| 4 | Communication Services | 7.58% |
| 5 | Consumer Staples | 4.91% |
