BWM

Blossom Wealth Management Portfolio holdings

AUM $56.4M
1-Year Est. Return 21.04%
This Quarter Est. Return
1 Year Est. Return
+21.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.6M
AUM Growth
+$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$247K
2
+$245K
3
+$242K
4
SNA icon
Snap-on
SNA
+$225K
5
WEC icon
WEC Energy
WEC
+$222K

Top Sells

1
+$66.4K
2
+$53.9K
3
+$29.7K
4
AAPL icon
Apple
AAPL
+$8.08K
5
ATVI
Activision Blizzard
ATVI
+$2.57K

Sector Composition

1 Technology 13.54%
2 Financials 6.98%
3 Consumer Discretionary 5.95%
4 Utilities 5.77%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$381K 1.55%
1,689
+150
27
$377K 1.53%
4,410
28
$345K 1.41%
9,244
+213
29
$342K 1.39%
3,923
+515
30
$340K 1.38%
6,924
+1,470
31
$340K 1.38%
1,372
+125
32
$336K 1.37%
858
+100
33
$332K 1.35%
5,960
+780
34
$330K 1.34%
5,509
-34
35
$327K 1.33%
1,659
+185
36
$324K 1.32%
3,782
-30
37
$314K 1.28%
1,898
+205
38
$309K 1.26%
2,121
+265
39
$309K 1.26%
621
+43
40
$279K 1.13%
3,782
+111
41
$248K 1.01%
3,165
+320
42
$247K 1%
+8,890
43
$245K 1%
+2,342
44
$242K 0.99%
+1,898
45
$236K 0.96%
2,450
+347
46
$225K 0.92%
2,920
+260
47
$225K 0.91%
+910
48
$222K 0.9%
+2,341
49
$221K 0.9%
+2,741
50
$214K 0.87%
+1,311
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