BWM

Blossom Wealth Management Portfolio holdings

AUM $56.4M
1-Year Est. Return 21.04%
This Quarter Est. Return
1 Year Est. Return
+21.04%
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 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%