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
$20.3M
AUM Growth
+$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$310K
3
+$295K
4
NVDA icon
NVIDIA
NVDA
+$286K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$283K

Top Sells

1
+$900K
2
+$683K
3
+$253K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$247K
5
RUN icon
Sunrun
RUN
+$224K

Sector Composition

1 Technology 13.25%
2 Consumer Discretionary 8.03%
3 Financials 4.88%
4 Healthcare 4.44%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.25M 6.17%
64,432
+13,286
2
$1.16M 5.7%
61,404
-13,128
3
$1.05M 5.16%
38,878
+6,150
4
$998K 4.91%
46,663
+6,197
5
$829K 4.08%
2,465
6
$796K 3.92%
37,101
+15,251
7
$777K 3.83%
14,248
+3,828
8
$770K 3.79%
30,084
+4,712
9
$670K 3.3%
3,772
-1,425
10
$646K 3.18%
5,523
+585
11
$643K 3.17%
1,549
+199
12
$586K 2.89%
3,413
+577
13
$507K 2.5%
19,948
-6,222
14
$488K 2.4%
9,085
+660
15
$487K 2.4%
10,938
+805
16
$444K 2.19%
1,742
+632
17
$425K 2.09%
14,340
+1,525
18
$415K 2.04%
2,681
+125
19
$409K 2.01%
1,918
+263
20
$406K 2%
6,871
+1,245
21
$392K 1.93%
2,932
+22
22
$381K 1.88%
2,430
+331
23
$352K 1.73%
1,205
+292
24
$342K 1.68%
3,360
+255
25
$327K 1.61%
1,393
+120
1
2