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
$45.9M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$213K
3
+$205K
4
TXN icon
Texas Instruments
TXN
+$201K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$117K

Top Sells

1
+$50.1K
2
+$23.6K
3
+$18.2K
4
WMT icon
Walmart
WMT
+$8.46K
5
AMZN icon
Amazon
AMZN
+$5.41K

Sector Composition

1 Technology 32.34%
2 Consumer Discretionary 6.78%
3 Financials 4.46%
4 Utilities 3.81%
5 Consumer Staples 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$522K 1.14%
2,865
-100
27
$507K 1.1%
6,507
+64
28
$495K 1.08%
2,487
+20
29
$493K 1.07%
2,070
+20
30
$476K 1.04%
7,030
-125
31
$465K 1.01%
17,408
+1,536
32
$448K 0.98%
7,715
+461
33
$448K 0.98%
4,163
+40
34
$444K 0.97%
2,286
+85
35
$440K 0.96%
5,410
+367
36
$426K 0.93%
22,200
+500
37
$417K 0.91%
1,826
+15
38
$412K 0.9%
5,248
+203
39
$389K 0.85%
4,489
+350
40
$374K 0.82%
6,940
+195
41
$370K 0.81%
3,360
+40
42
$367K 0.8%
2,705
-5
43
$349K 0.76%
1,370
44
$347K 0.76%
2,218
+25
45
$341K 0.74%
1,460
+15
46
$337K 0.73%
12,033
+140
47
$321K 0.7%
2,193
-4
48
$320K 0.7%
1,023
+33
49
$311K 0.68%
4,385
50
$309K 0.67%
2,610
+10
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