BWM

Blossom Wealth Management Portfolio holdings

AUM $60.6M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.4M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$235K
3
+$221K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$192K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$181K

Top Sells

1
+$384K
2
+$314K
3
+$210K
4
IBM icon
IBM
IBM
+$54.5K
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$49.1K

Sector Composition

1 Technology 31.84%
2 Consumer Discretionary 5.89%
3 Utilities 3.91%
4 Healthcare 3.9%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$370K 0.66%
5,225
+215
52
$367K 0.65%
1,602
+60
53
$328K 0.58%
3,680
+20
54
$325K 0.58%
1,089
+141
55
$324K 0.57%
7,753
+867
56
$324K 0.57%
1,560
+303
57
$311K 0.55%
4,475
-100
58
$289K 0.51%
2,445
-290
59
$288K 0.51%
1,000
60
$288K 0.51%
2,070
-120
61
$288K 0.51%
1,400
62
$258K 0.46%
1,498
+92
63
$248K 0.44%
7,200
+275
64
$237K 0.42%
1,333
-1
65
$236K 0.42%
+2,531
66
$235K 0.42%
+319
67
$228K 0.4%
4,410
68
$222K 0.39%
815
+12
69
$221K 0.39%
+400
70
$201K 0.36%
2,526
-40
71
– –
-395
72
– –
-15,153
1 2
3