BWM

Blossom Wealth Management Portfolio holdings

AUM $56.4M
1-Year Est. Return 21.04%
This Quarter Est. Return
1 Year Est. Return
+21.04%
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 +$247K
2 +$245K
3 +$242K
4
SNA icon
Snap-on
SNA
+$225K
5
WEC icon
WEC Energy
WEC
+$222K

Top Sells

1 +$66.4K
2 +$53.9K
3 +$29.7K
4
AAPL icon
Apple
AAPL
+$8.08K
5
ATVI
Activision Blizzard
ATVI
+$2.57K

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