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
$19.8M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$154K
2
+$55.5K
3
+$46.6K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$28.2K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$27.9K

Top Sells

1
+$266K
2
+$236K
3
+$222K
4
MAA icon
Mid-America Apartment Communities
MAA
+$213K
5
FRT icon
Federal Realty Investment Trust
FRT
+$203K

Sector Composition

1 Technology 12.04%
2 Utilities 5.52%
3 Consumer Discretionary 4.84%
4 Financials 4.64%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$333K 1.69%
4,410
27
$333K 1.69%
2,924
+89
28
$313K 1.58%
4,017
-40
29
$308K 1.56%
8,974
+188
30
$304K 1.54%
1,232
+10
31
$288K 1.46%
1,462
+70
32
$286K 1.45%
3,027
+191
33
$267K 1.35%
3,393
-5
34
$265K 1.34%
553
+30
35
$252K 1.28%
1,642
+35
36
$235K 1.19%
1,788
+2
37
$231K 1.17%
4,370
+430
38
$219K 1.11%
3,188
+93
39
$213K 1.08%
1,459
+35
40
$207K 1.05%
1,928
-205
41
$205K 1.04%
2,041
+20
42
$204K 1.03%
5,034
+180
43
$202K 1.02%
2,610
+25
44
$81K 0.41%
10,397
45
– –
-1,660
46
– –
-1,015
47
– –
-2,126
48
– –
-9,740
49
– –
-2,047
1
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