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
$118M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$336K
2
+$226K
3
+$223K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$172K
5
AVGO icon
Broadcom
AVGO
+$59.4K

Top Sells

1
+$424K
2
+$346K
3
+$345K
4
INTC icon
Intel
INTC
+$340K
5
AAPL icon
Apple
AAPL
+$323K

Sector Composition

1 Technology 40.91%
2 Communication Services 8.02%
3 Consumer Discretionary 7.38%
4 Healthcare 7.17%
5 Consumer Staples 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$245K 0.21%
1,056
52
$234K 0.2%
2,195
53
$233K 0.2%
3,165
+2
54
$228K 0.19%
6,072
55
$226K 0.19%
+1,300
56
$223K 0.19%
+3,293
57
$38.8K 0.03%
25,500
58
$7.63K 0.01%
500
59
– –
-3,710
60
– –
-3,000
61
– –
-836
62
– –
-7,691
63
– –
-825
64
– –
-1,703
65
– –
-560
1 2
3