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
$37.1M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$571K
3
+$407K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$386K
5
JNJ icon
Johnson & Johnson
JNJ
+$344K

Top Sells

1
+$1.01M
2
+$446K
3
+$318K
4
MDT icon
Medtronic
MDT
+$248K
5
MKTX icon
MarketAxess Holdings
MKTX
+$211K

Sector Composition

1 Technology 24.49%
2 Consumer Discretionary 8.26%
3 Financials 5.24%
4 Healthcare 4.28%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$463K 1.25%
2,146
+25
27
$459K 1.24%
4,108
-135
28
$456K 1.23%
1,538
+251
29
$443K 1.19%
670
-41
30
$429K 1.16%
7,247
+319
31
$424K 1.14%
6,585
+80
32
$414K 1.12%
2,965
+580
33
$407K 1.1%
+21,075
34
$406K 1.09%
2,045
-3
35
$394K 1.06%
4,971
+812
36
$386K 1.04%
+15,451
37
$379K 1.02%
4,500
+703
38
$375K 1.01%
7,140
-165
39
$374K 1.01%
12,988
+2,045
40
$360K 0.97%
2,489
+210
41
$356K 0.96%
1,791
+7
42
$352K 0.95%
1,442
+15
43
$344K 0.93%
+2,197
44
$329K 0.89%
+3,877
45
$311K 0.84%
3,315
46
$308K 0.83%
2,690
-30
47
$294K 0.79%
1,971
+402
48
$289K 0.78%
1,500
+461
49
$287K 0.77%
4,410
50
$281K 0.76%
2,535
+120
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