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
$31.2M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$788K
3
+$480K
4
MCD icon
McDonald's
MCD
+$339K
5
NFLX icon
Netflix
NFLX
+$335K

Top Sells

1
+$223K
2
+$214K
3
+$206K

Sector Composition

1 Technology 21.04%
2 Consumer Discretionary 8.11%
3 Financials 5.96%
4 Healthcare 4.49%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$240K 0.77%
2,289
+55
52
$236K 0.76%
2,675
+200
53
$217K 0.7%
1,424
+10
54
$212K 0.68%
+788
55
$211K 0.68%
+1,039
56
$211K 0.68%
988
57
$207K 0.66%
+2,169
58
$205K 0.66%
+597
59
$203K 0.65%
2,684
+16
60
– –
-1,440
61
– –
-7,250
62
– –
-3,010
1 2
3