BWA

Blodgett Wealth Advisors Portfolio holdings

AUM $143M
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$284K
3
+$194K
4
CRWD icon
CrowdStrike
CRWD
+$182K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$92.5K

Top Sells

1
+$1.21M
2
+$650K
3
+$368K
4
AAPL icon
Apple
AAPL
+$291K
5
PG icon
Procter & Gamble
PG
+$246K

Sector Composition

1 Technology 39.26%
2 Consumer Discretionary 7.67%
3 Communication Services 7.33%
4 Healthcare 7.06%
5 Consumer Staples 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$286K 0.24%
2,445
+250
52
$282K 0.24%
2,500
53
$270K 0.23%
2,107
54
$266K 0.22%
3,296
+3
55
$241K 0.2%
6,072
56
$214K 0.18%
+1,397
57
$211K 0.18%
1,215
-85
58
$205K 0.17%
3,167
+2
59
$24.5K 0.02%
25,001
-499
60
– –
-500
1 2
3