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
$52M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$301K
3
+$291K
4
TSLA icon
Tesla
TSLA
+$271K
5
APH icon
Amphenol
APH
+$207K

Top Sells

1
+$675K
2
+$358K
3
+$247K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$159K
5
IAU icon
iShares Gold Trust
IAU
+$138K

Sector Composition

1 Technology 33.01%
2 Consumer Discretionary 7.12%
3 Financials 5.1%
4 Utilities 3.91%
5 Consumer Staples 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$579K 1.11%
3,056
+191
27
$576K 1.11%
15,850
+1,070
28
$561K 1.08%
2,666
+128
29
$533K 1.03%
4,333
+100
30
$518K 1%
19,797
+1,144
31
$511K 0.98%
2,180
+85
32
$479K 0.92%
5,984
+264
33
$476K 0.92%
2,594
+263
34
$462K 0.89%
7,395
+290
35
$458K 0.88%
4,937
+209
36
$452K 0.87%
23,250
+900
37
$445K 0.86%
+22,850
38
$426K 0.82%
3,530
+105
39
$425K 0.82%
17,682
-6,588
40
$424K 0.82%
1,448
+43
41
$415K 0.8%
1,951
+70
42
$406K 0.78%
2,646
+95
43
$397K 0.76%
1,370
44
$360K 0.69%
1,586
+70
45
$345K 0.66%
13,022
+684
46
$335K 0.65%
2,853
+108
47
$335K 0.64%
2,317
+140
48
$334K 0.64%
2,882
+107
49
$332K 0.64%
943
+49
50
$322K 0.62%
5,175
+285
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