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
$49.6M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$206K
3
+$117K
4
AAPL icon
Apple
AAPL
+$102K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$91.2K

Top Sells

1
+$244K
2
+$202K
3
+$105K
4
AMZN icon
Amazon
AMZN
+$24.4K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$15.8K

Sector Composition

1 Technology 31.83%
2 Consumer Discretionary 6.53%
3 Financials 4.42%
4 Utilities 4.31%
5 Consumer Staples 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$594K 1.2%
24,270
+762
27
$570K 1.15%
14,780
+465
28
$556K 1.12%
6,880
-150
29
$542K 1.09%
2,331
+45
30
$535K 1.08%
2,095
+25
31
$525K 1.06%
18,653
+1,245
32
$512K 1.03%
4,233
+70
33
$505K 1.02%
5,720
+310
34
$500K 1.01%
8,268
+553
35
$475K 0.96%
2,865
36
$469K 0.95%
7,105
+165
37
$458K 0.92%
4,728
+239
38
$437K 0.88%
22,350
+150
39
$434K 0.87%
2,551
+64
40
$433K 0.87%
1,881
+55
41
$417K 0.84%
1,370
42
$403K 0.81%
3,425
+65
43
$389K 0.78%
+1,405
44
$375K 0.76%
2,775
+70
45
$371K 0.75%
4,385
46
$366K 0.74%
1,516
+56
47
$358K 0.72%
2,428
+210
48
$357K 0.72%
12,338
+305
49
$353K 0.71%
2,177
-16
50
$351K 0.71%
4,890
+155
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