BWM

Blossom Wealth Management Portfolio holdings

AUM $60.6M
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$24.6M
AUM Growth
+$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$245K
2
+$236K
3
+$223K
4
SNA icon
Snap-on
SNA
+$222K
5
WEC icon
WEC Energy
WEC
+$217K

Top Sells

1
+$65.8K
2
+$53.5K
3
+$29.5K
4
AAPL icon
Apple
AAPL
+$7.23K
5
ATVI
Activision Blizzard
ATVI
+$2.33K

Sector Composition

1 Technology 13.54%
2 Financials 6.98%
3 Consumer Discretionary 5.95%
4 Utilities 5.77%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$213K 0.87%
+1,891
52
$212K 0.86%
2,554
+122
53
$204K 0.83%
+1,390
1 2
3