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
$49.7M
AUM Growth
-$2.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$225K
3
+$218K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$203K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$181K

Top Sells

1
+$381K
2
+$299K
3
+$271K
4
MSFT icon
Microsoft
MSFT
+$226K
5
IT icon
Gartner
IT
+$217K

Sector Composition

1 Technology 28.21%
2 Consumer Discretionary 6.45%
3 Utilities 4.81%
4 Healthcare 4.81%
5 Financials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$343K 0.69%
2,868
-14
52
$334K 0.67%
2,735
-25
53
$331K 0.67%
3,660
+228
54
$324K 0.65%
4,575
+175
55
$323K 0.65%
2,190
+420
56
$322K 0.65%
1,406
-180
57
$296K 0.6%
948
+5
58
$290K 0.58%
6,886
+1,405
59
$264K 0.53%
4,410
60
$244K 0.49%
3,722
+737
61
$236K 0.47%
+542
62
$232K 0.47%
1,000
63
$226K 0.45%
1,257
+120
64
$225K 0.45%
+6,925
65
$223K 0.45%
280
66
$218K 0.44%
+1,334
67
$216K 0.43%
803
-26
68
$210K 0.42%
395
-60
69
$203K 0.41%
+2,566
70
– –
-1,795
71
– –
-447
72
– –
-344
73
– –
-400
74
– –
-2,641
75
– –
-672
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