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
$20.3M
AUM Growth
+$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$310K
3
+$295K
4
NVDA icon
NVIDIA
NVDA
+$286K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$283K

Top Sells

1
+$900K
2
+$683K
3
+$253K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$247K
5
RUN icon
Sunrun
RUN
+$224K

Sector Composition

1 Technology 13.25%
2 Consumer Discretionary 8.03%
3 Financials 4.88%
4 Healthcare 4.44%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$310K 1.53%
+8,905
27
$299K 1.47%
527
+24
28
$297K 1.46%
4,410
29
$295K 1.45%
+2,280
30
$290K 1.43%
1,181
+35
31
$289K 1.42%
1,332
+175
32
$286K 1.41%
+9,740
33
$283K 1.39%
+5,662
34
$280K 1.38%
4,580
+400
35
$275K 1.35%
4,137
+245
36
$273K 1.34%
+12,500
37
$239K 1.18%
1,359
+115
38
$218K 1.07%
+1,576
39
$215K 1.06%
+2,521
40
$214K 1.05%
+2,730
41
$210K 1.03%
+4,359
42
$208K 1.02%
+1,789
43
$206K 1.01%
+1,996
44
$72K 0.35%
+10,397
45
– –
-5,480
46
– –
-5,091
47
– –
-32,407
1
2