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
$4.47M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$742K
2
+$709K
3
+$644K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$486K
5
AAPL icon
Apple
AAPL
+$449K

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$742K 16.59%
+28,890
2
$709K 15.85%
+46,770
3
$644K 14.4%
+23,018
4
$486K 10.87%
+27,018
5
$449K 10.04%
+3,389
6
$354K 7.92%
+16,700
7
$302K 6.75%
+1,361
8
$289K 6.46%
+13,032
9
$270K 6.04%
+8,821
10
$227K 5.08%
+4,043