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
$31.2M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$788K
3
+$480K
4
MCD icon
McDonald's
MCD
+$339K
5
NFLX icon
Netflix
NFLX
+$335K

Top Sells

1
+$223K
2
+$214K
3
+$206K

Sector Composition

1 Technology 21.04%
2 Consumer Discretionary 8.11%
3 Financials 5.96%
4 Healthcare 4.49%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$420K 1.35%
2,414
+61
27
$402K 1.29%
4,243
+10
28
$402K 1.29%
711
+2
29
$396K 1.27%
6,928
+494
30
$389K 1.25%
7,305
+66
31
$369K 1.18%
1,427
+5
32
$367K 1.18%
6,505
+45
33
$363K 1.16%
10,943
+1,130
34
$349K 1.12%
2,121
+13
35
$347K 1.11%
2,048
+30
36
$339K 1.09%
+1,287
37
$335K 1.07%
+8,870
38
$322K 1.03%
2,415
+17
39
$312K 1%
1,784
+40
40
$312K 1%
+2,385
41
$306K 0.98%
3,797
+132
42
$297K 0.95%
4,159
+57
43
$295K 0.94%
3,315
+10
44
$282K 0.9%
4,410
45
$265K 0.85%
1,569
+25
46
$261K 0.84%
1,023
+10
47
$261K 0.84%
4,660
+60
48
$253K 0.81%
2,279
+45
49
$248K 0.79%
3,163
+17
50
$248K 0.79%
2,720
+75
1
2
3