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

Top Buys

1
+$1.04M
2
+$328K
3
+$320K
4
DHR icon
Danaher
DHR
+$281K
5
VTV icon
Vanguard Value ETF
VTV
+$274K

Top Sells

1
+$685K
2
+$653K
3
+$645K
4
BA icon
Boeing
BA
+$610K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$562K

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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77
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79
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80
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81
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82
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-4,449
83
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-4,500
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