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
$27.3M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$400K
2
+$286K
3
+$277K
4
CVX icon
Chevron
CVX
+$243K
5
FAST icon
Fastenal
FAST
+$214K

Top Sells

1
+$430K
2
+$324K
3
+$42.3K

Sector Composition

1 Technology 13.72%
2 Financials 6.45%
3 Consumer Discretionary 5.55%
4 Industrials 5.53%
5 Utilities 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.82%
2,668
+114
52
$222K 0.81%
2,475
+25
53
$214K 0.78%
+7,250
54
$206K 0.75%
1,440
+50
55
– –
-2,836
56
– –
-3,782
1 2
3