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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$12M
3
+$9.48M
4
AMZN icon
Amazon
AMZN
+$6.53M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.8%
2 Consumer Discretionary 10.21%
3 Communication Services 9.16%
4 Healthcare 7.86%
5 Financials 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$252K 0.2%
+2,091
77
$236K 0.18%
+2,107
78
$232K 0.18%
+2,950
79
$227K 0.18%
+4,449
80
$210K 0.16%
+1,592
81
$206K 0.16%
+13,000
82
$200K 0.16%
+6,072
83
$154K 0.12%
+11,000
1 2 3
4