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
$13.3M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$363K
3
+$284K
4
LHX icon
L3Harris
LHX
+$277K
5
GIS icon
General Mills
GIS
+$269K

Top Sells

1
+$26.6K
2
+$17.2K
3
+$8.66K

Sector Composition

1 Consumer Discretionary 14.73%
2 Technology 14.19%
3 Communication Services 3.08%
4 Financials 2.87%
5 Industrials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.16M 8.73%
66,744
+8,598
2
$922K 6.94%
5,360
-100
3
$917K 6.9%
46,502
+8,190
4
$811K 6.1%
29,696
+1,404
5
$703K 5.29%
27,436
-338
6
$702K 5.28%
5,127
-194
7
$693K 5.21%
32,847
+3,961
8
$582K 4.38%
22,332
+4,508
9
$537K 4.04%
1,981
+169
10
$514K 3.87%
9,331
+1,322
11
$456K 3.43%
+21,000
12
$422K 3.17%
3,777
+1,305
13
$410K 3.08%
2,334
+1,068
14
$391K 2.94%
11,899
+2,152
15
$382K 2.87%
9,257
+4,080
16
$369K 2.78%
2,381
+501
17
$368K 2.77%
1,154
+481
18
$363K 2.73%
+2,587
19
$358K 2.69%
2,426
+382
20
$284K 2.14%
+2,972
21
$277K 2.08%
+1,283
22
$269K 2.02%
+4,410
23
$246K 1.85%
+2,605
24
$233K 1.75%
863
25
$229K 1.72%
+967
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