BWM

Blossom Wealth Management Portfolio holdings

AUM $67.4M
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.9M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$268K
3
+$208K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$200K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$131K

Top Sells

1
+$389K
2
+$222K
3
+$60.2K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$16.9K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5K

Sector Composition

1 Technology 32.29%
2 Consumer Discretionary 5.98%
3 Utilities 3.89%
4 Financials 3.76%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$698K 1.13%
21,771
+893
27
$668K 1.08%
5,928
+30
28
$649K 1.05%
2,911
+33
29
$644K 1.04%
6,249
+35
30
$610K 0.99%
2,228
31
$569K 0.92%
6,353
+232
32
$569K 0.92%
6,724
-5
33
$569K 0.92%
8,855
+1,350
34
$558K 0.9%
2,296
-50
35
$546K 0.88%
22,392
+1,055
36
$524K 0.85%
5,291
+228
37
$509K 0.82%
2,645
+44
38
$504K 0.81%
4,273
+20
39
$503K 0.81%
25,725
40
$498K 0.8%
3,445
-50
41
$483K 0.78%
3,907
-10
42
$478K 0.77%
1,947
+8
43
$456K 0.74%
23,155
+725
44
$441K 0.71%
2,990
45
$438K 0.71%
2,634
46
$432K 0.7%
2,951
-20
47
$419K 0.68%
1,426
48
$416K 0.67%
1,370
49
$394K 0.64%
1,397
+27
50
$358K 0.58%
1,911
+413
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