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
$22.2M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$238K
3
+$219K
4
MAA icon
Mid-America Apartment Communities
MAA
+$213K
5
FRT icon
Federal Realty Investment Trust
FRT
+$203K

Top Sells

1
+$342K
2
+$7.15K
3
+$6.41K
4
IAU icon
iShares Gold Trust
IAU
+$4.39K
5
COST icon
Costco
COST
+$2.3K

Sector Composition

1 Technology 12.2%
2 Utilities 5.25%
3 Financials 4.9%
4 Consumer Discretionary 4.7%
5 Healthcare 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$353K 1.59%
2,835
+555
27
$341K 1.54%
7,112
+1,450
28
$325K 1.47%
4,057
-80
29
$324K 1.46%
8,786
-119
30
$317K 1.43%
1,222
+41
31
$309K 1.39%
1,392
+60
32
$301K 1.36%
523
-4
33
$299K 1.35%
4,410
34
$285K 1.28%
1,786
+210
35
$284K 1.28%
1,607
+214
36
$277K 1.25%
+3,398
37
$266K 1.2%
9,740
38
$255K 1.15%
3,940
+1,210
39
$245K 1.1%
3,095
+574
40
$241K 1.09%
4,854
+495
41
$238K 1.07%
+2,133
42
$236K 1.06%
2,126
+130
43
$235K 1.06%
1,424
+65
44
$222K 1%
2,047
+258
45
$219K 0.99%
+2,585
46
$213K 0.96%
+1,015
47
$203K 0.92%
+1,660
48
$202K 0.91%
+2,021
49
$52K 0.23%
10,397
50
– –
-3,360
1
2