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
$49.7M
AUM Growth
-$2.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$225K
3
+$218K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$203K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$181K

Top Sells

1
+$381K
2
+$299K
3
+$271K
4
MSFT icon
Microsoft
MSFT
+$226K
5
IT icon
Gartner
IT
+$217K

Sector Composition

1 Technology 28.21%
2 Consumer Discretionary 6.45%
3 Utilities 4.81%
4 Healthcare 4.81%
5 Financials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$556K 1.12%
2,556
-38
27
$549K 1.1%
2,165
-15
28
$545K 1.1%
6,204
-995
29
$532K 1.07%
2,544
-122
30
$528K 1.06%
19,956
+159
31
$516K 1.04%
26,474
+3,224
32
$499K 1%
20,484
+2,802
33
$488K 0.98%
24,930
+2,080
34
$487K 0.98%
5,875
-109
35
$479K 0.96%
4,143
-190
36
$469K 0.94%
7,140
-255
37
$448K 0.9%
2,843
-10
38
$444K 0.89%
2,699
+854
39
$428K 0.86%
1,370
40
$426K 0.86%
2,567
+250
41
$420K 0.85%
1,376
-72
42
$419K 0.84%
4,766
-171
43
$411K 0.83%
3,375
-155
44
$392K 0.79%
2,549
-97
45
$385K 0.78%
1,911
-40
46
$384K 0.77%
15,153
+2,131
47
$363K 0.73%
2,346
-710
48
$359K 0.72%
5,010
-165
49
$357K 0.72%
1,542
+48
50
$346K 0.7%
1,110
+20
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