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
$37.1M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$837K
2
+$571K
3
+$407K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$386K
5
JNJ icon
Johnson & Johnson
JNJ
+$344K

Top Sells

1
+$1.01M
2
+$446K
3
+$318K
4
MDT icon
Medtronic
MDT
+$248K
5
MKTX icon
MarketAxess Holdings
MKTX
+$211K

Sector Composition

1 Technology 24.49%
2 Consumer Discretionary 8.26%
3 Financials 5.24%
4 Healthcare 4.28%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275K 0.74%
4,675
+15
52
$271K 0.73%
938
-85
53
$261K 0.7%
2,690
+15
54
$252K 0.68%
2,852
+168
55
$249K 0.67%
2,314
+25
56
$241K 0.65%
1,345
-79
57
$234K 0.63%
+888
58
$228K 0.62%
793
+5
59
$228K 0.61%
2,097
-72
60
$215K 0.58%
+3,540
61
$204K 0.55%
+6,290
62
$202K 0.54%
447
-150
63
– –
-3,163
64
– –
-988
65
– –
-18,625
66
– –
-47,531
1 2
3