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
$52M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$301K
3
+$291K
4
TSLA icon
Tesla
TSLA
+$271K
5
APH icon
Amphenol
APH
+$207K

Top Sells

1
+$675K
2
+$358K
3
+$247K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$159K
5
IAU icon
iShares Gold Trust
IAU
+$138K

Sector Composition

1 Technology 33.01%
2 Consumer Discretionary 7.12%
3 Financials 5.1%
4 Utilities 3.91%
5 Consumer Staples 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.61%
4,400
+15
52
$306K 0.59%
3,432
+232
53
$301K 0.58%
1,494
+67
54
$301K 0.58%
+1,845
55
$299K 0.57%
2,641
+128
56
$297K 0.57%
2,760
57
$297K 0.57%
280
58
$284K 0.55%
1,090
+37
59
$281K 0.54%
4,410
60
$277K 0.53%
829
+6
61
$271K 0.52%
+672
62
$222K 0.43%
5,481
+229
63
$220K 0.42%
1,770
+25
64
$217K 0.42%
447
65
$213K 0.41%
1,137
+55
66
$210K 0.4%
1,000
67
$207K 0.4%
+2,985
68
$206K 0.4%
+455
69
$204K 0.39%
+400
70
$201K 0.39%
+344
71
$201K 0.39%
1,795
72
– –
-2,428
73
– –
-31,955
1 2
3