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
$16.8M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$388K
3
+$258K
4
PFE icon
Pfizer
PFE
+$242K
5
COST icon
Costco
COST
+$226K

Top Sells

1
+$47.5K
2
+$44K
3
+$32.4K
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$9.27K

Sector Composition

1 Technology 15.16%
2 Consumer Discretionary 12.87%
3 Financials 4.09%
4 Healthcare 3.07%
5 Consumer Staples 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$266K 1.58%
1,273
+229
27
$264K 1.57%
4,410
28
$263K 1.56%
1,110
+219
29
$258K 1.53%
+1,157
30
$246K 1.46%
4,180
+620
31
$242K 1.44%
913
+50
32
$242K 1.44%
+5,626
33
$226K 1.34%
+503
34
$224K 1.33%
+5,091
35
$208K 1.24%
+1,244
36
– –
-500
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