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
$8.6M
AUM Growth
+$4.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$845K
2
+$289K
3
+$277K
4
SBUX icon
Starbucks
SBUX
+$270K
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$257K

Top Sells

1
+$28.6K

Sector Composition

1 Consumer Discretionary 15.36%
2 Technology 12.52%
3 Communication Services 2.72%
4 Real Estate 2.39%
5 Financials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$937K 10.89%
58,146
+11,376
2
$845K 9.82%
+5,460
3
$763K 8.87%
28,292
+5,274
4
$721K 8.38%
38,312
+11,294
5
$713K 8.29%
27,774
-1,116
6
$650K 7.56%
5,321
+1,932
7
$610K 7.09%
28,886
+12,186
8
$444K 5.16%
17,824
+4,792
9
$439K 5.1%
8,009
+3,966
10
$427K 4.96%
1,812
+451
11
$310K 3.6%
9,747
+926
12
$289K 3.36%
+2,044
13
$277K 3.22%
+1,880
14
$270K 3.14%
+2,472
15
$234K 2.72%
+1,266
16
$206K 2.39%
+863
17
$206K 2.39%
+673
18
$200K 2.32%
+5,177
19
$62K 0.72%
+500