BWM

Blossom Wealth Management Portfolio holdings

AUM $67.4M
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.9M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$268K
3
+$208K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$200K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$131K

Top Sells

1
+$389K
2
+$222K
3
+$60.2K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$16.9K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5K

Sector Composition

1 Technology 32.29%
2 Consumer Discretionary 5.98%
3 Utilities 3.89%
4 Financials 3.76%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.57%
5,346
+121
52
$354K 0.57%
1,602
53
$350K 0.57%
8,296
+543
54
$349K 0.56%
4,625
+150
55
$344K 0.56%
+969
56
$331K 0.54%
7,450
+250
57
$319K 0.52%
3,494
-186
58
$313K 0.51%
2,530
+85
59
$298K 0.48%
1,000
60
$297K 0.48%
2,135
+65
61
$287K 0.46%
1,560
62
$274K 0.44%
1,366
+33
63
$272K 0.44%
1,102
+13
64
$267K 0.43%
+600
65
$258K 0.42%
1,400
66
$248K 0.4%
2,531
67
$240K 0.39%
400
68
$234K 0.38%
319
69
$222K 0.36%
4,410
70
$208K 0.34%
+633
71
$202K 0.33%
2,531
+5
72
– –
-815
73
– –
-999
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