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
$41.5M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$56K
3
+$54K
4
AAPL icon
Apple
AAPL
+$49K
5
WEC icon
WEC Energy
WEC
+$44.8K

Top Sells

1
+$436K
2
+$204K
3
+$47.4K
4
PFE icon
Pfizer
PFE
+$30.4K
5
CRM icon
Salesforce
CRM
+$4.52K

Sector Composition

1 Technology 28.49%
2 Consumer Discretionary 7.74%
3 Financials 5.1%
4 Healthcare 4.01%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$288K 0.69%
2,359
+45
52
$287K 0.69%
1,345
53
$286K 0.69%
4,675
54
$281K 0.68%
990
+197
55
$280K 0.67%
4,385
+845
56
$273K 0.66%
923
-15
57
$270K 0.65%
2,795
+105
58
$263K 0.63%
873
-15
59
$257K 0.62%
2,971
+119
60
$213K 0.51%
+280
61
$213K 0.51%
447
62
$207K 0.5%
2,207
+110
63
– –
-6,290
1 2
3