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
$49.6M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$206K
3
+$117K
4
AAPL icon
Apple
AAPL
+$102K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$91.2K

Top Sells

1
+$244K
2
+$202K
3
+$105K
4
AMZN icon
Amazon
AMZN
+$24.4K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$15.8K

Sector Composition

1 Technology 31.83%
2 Consumer Discretionary 6.53%
3 Financials 4.42%
4 Utilities 4.31%
5 Consumer Staples 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$341K 0.69%
2,745
+135
52
$339K 0.68%
1,053
+30
53
$326K 0.66%
4,410
54
$318K 0.64%
2,760
55
$316K 0.64%
894
+192
56
$312K 0.63%
3,200
+82
57
$296K 0.6%
1,427
+62
58
$274K 0.55%
2,513
+125
59
$255K 0.51%
1,745
+50
60
$250K 0.5%
280
61
$227K 0.46%
447
62
$225K 0.45%
823
-30
63
$224K 0.45%
1,082
+50
64
$222K 0.45%
5,252
+236
65
$210K 0.42%
1,000
-500
66
$206K 0.42%
+1,795
67
– –
-2,677
68
– –
-933
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