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
$41.5M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$56K
3
+$54K
4
AAPL icon
Apple
AAPL
+$49K
5
WEC icon
WEC Energy
WEC
+$44.8K

Top Sells

1
+$436K
2
+$204K
3
+$47.4K
4
PFE icon
Pfizer
PFE
+$30.4K
5
CRM icon
Salesforce
CRM
+$4.52K

Sector Composition

1 Technology 28.49%
2 Consumer Discretionary 7.74%
3 Financials 5.1%
4 Healthcare 4.01%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$490K 1.18%
4,123
+15
27
$489K 1.18%
667
-3
28
$473K 1.14%
2,050
+5
29
$448K 1.08%
2,965
30
$435K 1.05%
2,201
+55
31
$430K 1.04%
7,155
+15
32
$424K 1.02%
7,254
+7
33
$418K 1.01%
2,467
-22
34
$417K 1%
21,700
+625
35
$414K 1%
5,045
+545
36
$412K 0.99%
6,745
+160
37
$411K 0.99%
5,043
+72
38
$405K 0.97%
15,872
+421
39
$386K 0.93%
1,370
-168
40
$372K 0.9%
4,139
+262
41
$358K 0.86%
1,811
+20
42
$358K 0.86%
1,445
+3
43
$350K 0.84%
2,710
+20
44
$348K 0.84%
2,197
45
$348K 0.84%
1,500
46
$346K 0.83%
2,193
+222
47
$337K 0.81%
3,320
+5
48
$330K 0.79%
11,893
-1,095
49
$310K 0.75%
2,600
+65
50
$309K 0.74%
4,410
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