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
$45.9M
AUM Growth
+$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$213K
3
+$205K
4
TXN icon
Texas Instruments
TXN
+$201K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$117K

Top Sells

1
+$50.1K
2
+$23.6K
3
+$18.2K
4
WMT icon
Walmart
WMT
+$8.46K
5
AMZN icon
Amazon
AMZN
+$5.41K

Sector Composition

1 Technology 32.34%
2 Consumer Discretionary 6.78%
3 Financials 4.46%
4 Utilities 3.81%
5 Consumer Staples 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$301K 0.66%
4,735
+60
52
$291K 0.63%
1,365
+20
53
$279K 0.61%
4,410
54
$277K 0.6%
2,760
-35
55
$275K 0.6%
2,388
+29
56
$275K 0.6%
1,500
57
$261K 0.57%
3,118
+147
58
$244K 0.53%
933
+10
59
$220K 0.48%
280
60
$219K 0.48%
853
-20
61
$219K 0.48%
+1,695
62
$213K 0.46%
+702
63
$205K 0.45%
+5,016
64
$202K 0.44%
2,677
+470
65
$201K 0.44%
+1,032
66
$201K 0.44%
447
1 2
3