BWM

Blossom Wealth Management Portfolio holdings

AUM $60.6M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.4M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$235K
3
+$221K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$192K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$181K

Top Sells

1
+$384K
2
+$314K
3
+$210K
4
IBM icon
IBM
IBM
+$54.5K
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$49.1K

Sector Composition

1 Technology 31.84%
2 Consumer Discretionary 5.89%
3 Utilities 3.91%
4 Healthcare 3.9%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$620K 1.1%
20,878
+922
27
$617K 1.09%
6,729
+220
28
$608K 1.08%
6,214
+10
29
$600K 1.06%
2,228
+63
30
$575K 1.02%
2,601
+45
31
$552K 0.98%
6,121
+246
32
$520K 0.92%
21,337
+853
33
$502K 0.89%
25,725
-749
34
$475K 0.84%
5,063
+297
35
$472K 0.84%
2,878
+35
36
$467K 0.83%
4,253
+110
37
$463K 0.82%
2,971
+272
38
$462K 0.82%
1,939
+28
39
$461K 0.82%
7,505
+365
40
$441K 0.78%
22,430
-2,500
41
$440K 0.78%
1,426
+50
42
$432K 0.76%
3,495
+120
43
$421K 0.75%
2,757
+190
44
$419K 0.74%
2,634
+85
45
$413K 0.73%
2,346
46
$400K 0.71%
1,370
47
$389K 0.69%
999
+457
48
$387K 0.69%
3,917
+195
49
$387K 0.69%
2,990
+122
50
$383K 0.68%
1,370
+260
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