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
$20.7M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$324K
3
+$256K
4
TJX icon
TJX Companies
TJX
+$226K
5
DUK icon
Duke Energy
DUK
+$217K

Top Sells

1
+$1.12M
2
+$288K
3
+$18K

Sector Composition

1 Technology 11.45%
2 Consumer Discretionary 6.76%
3 Financials 6%
4 Utilities 4.53%
5 Consumer Staples 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$367K 1.77%
7,965
+588
27
$332K 1.6%
3,408
+10
28
$324K 1.56%
+5,543
29
$320K 1.54%
1,539
+40
30
$317K 1.53%
1,247
+10
31
$312K 1.51%
9,031
+66
32
$292K 1.41%
3,812
-235
33
$271K 1.31%
5,180
+770
34
$264K 1.27%
578
+2
35
$258K 1.24%
5,454
+120
36
$256K 1.23%
+3,671
37
$253K 1.22%
1,856
+45
38
$246K 1.19%
1,693
+53
39
$242K 1.17%
1,474
+30
40
$226K 1.09%
+2,845
41
$222K 1.07%
2,660
+35
42
$217K 1.05%
+2,103
43
$211K 1.02%
+758
44
$201K 0.97%
+2,432
45
– –
-3,052
46
– –
-52,861
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