BWM
Blossom Wealth Management Portfolio holdings
AUM
$67.4M
1-Year Est. Return
23.26%
This Fund
S&P 500
1 Year Est. Return
+23.26%
AUM
$67.4M
AUM Growth
+$6.83M
(+11%)
Holding
82
Top Buys
| 1 | +$2.16M | |
| 2 | +$1.9M | |
| 3 | +$1.56M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$1.27M |
| 5 |
Innovator US Equity Power Buffer ETF February
PFEB
|
+$1.12M |
Top Sells
| 1 | +$310K | |
| 2 | +$236K | |
| 3 | +$223K | |
| 4 |
ServiceNow
NOW
|
+$214K |
| 5 |
Meta Platforms (Facebook)
META
|
+$210K |
Sector Composition
| 1 | Technology | 26.38% |
| 2 | Consumer Discretionary | 4.96% |
| 3 | Utilities | 3.15% |
| 4 | Consumer Staples | 2.97% |
| 5 | Communication Services | 2.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Accenture
ACN
$108B
| – | – |
-1,155
|
|
||
77
Salesforce
CRM
$152B
| – | – |
-767
|
|
||
78
General Mills
GIS
$17.5B
| – | – |
-4,410
|
|
||
|
79
Meta Platforms (Facebook)
META
$1.55T
| – | – |
-319
|
|
||
|
80
ServiceNow
NOW
$116B
| – | – |
-1,400
|
|
||
81
Veeva Systems
VEEV
$28.3B
| – | – |
-1,000
|
|
||
82
Vanguard Total Stock Market ETF
VTI
$645B
| – | – |
-704
|
|