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
$90.3M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$939K
2
+$319K
3
+$301K
4
DHR icon
Danaher
DHR
+$274K
5
VTV icon
Vanguard Value ETF
VTV
+$256K

Top Sells

1
+$685K
2
+$667K
3
+$610K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$588K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$517K

Sector Composition

1 Technology 26.49%
2 Healthcare 11.94%
3 Consumer Discretionary 9.35%
4 Communication Services 8.59%
5 Consumer Staples 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-1,345
77
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-600
78
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-1,950
79
– –
-1,300
80
– –
-4,160
81
– –
-6,440
82
– –
-2,091
83
– –
-4,449
1 2 3
4