BWM

Blossom Wealth Management Portfolio holdings

AUM $61.9M
1-Year Est. Return 23.59%
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$456K
2 +$363K
3 +$284K
4
LHX icon
L3Harris
LHX
+$277K
5
GIS icon
General Mills
GIS
+$269K

Top Sells

1 +$26.6K
2 +$17.2K
3 +$8.66K

Sector Composition

1 Consumer Discretionary 14.73%
2 Technology 14.19%
3 Communication Services 3.08%
4 Financials 2.87%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$225K 1.69%
+3,560
27
$215K 1.62%
+1,044
28
$211K 1.59%
+891
29
$44K 0.33%
500