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
$27.3M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$400K
2
+$286K
3
+$277K
4
CVX icon
Chevron
CVX
+$243K
5
FAST icon
Fastenal
FAST
+$214K

Top Sells

1
+$430K
2
+$324K
3
+$42.3K

Sector Composition

1 Technology 13.72%
2 Financials 6.45%
3 Consumer Discretionary 5.55%
4 Industrials 5.53%
5 Utilities 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$382K 1.4%
709
+88
27
$380K 1.39%
4,233
+310
28
$379K 1.39%
7,239
+315
29
$377K 1.38%
6,434
+925
30
$377K 1.38%
2,018
+120
31
$375K 1.37%
1,422
+50
32
$368K 1.35%
6,460
+500
33
$360K 1.32%
9,813
+372
34
$342K 1.25%
2,398
+277
35
$340K 1.24%
1,744
+85
36
$338K 1.24%
4,410
37
$334K 1.22%
7,890
-1,000
38
$323K 1.18%
3,665
+1,324
39
$308K 1.13%
4,102
+320
40
$298K 1.09%
2,645
+303
41
$292K 1.07%
1,013
+103
42
$280K 1.03%
3,305
+140
43
$277K 1.01%
3,146
+405
44
$277K 1.01%
+4,600
45
$266K 0.97%
2,234
+336
46
$258K 0.95%
988
+130
47
$250K 0.92%
2,234
+343
48
$245K 0.9%
1,414
+103
49
$243K 0.89%
+1,544
50
$223K 0.82%
3,010
+90
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