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
$19.8M
AUM Growth
-$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$154K
2
+$55.5K
3
+$46.6K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$28.2K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$27.9K

Top Sells

1
+$266K
2
+$236K
3
+$222K
4
MAA icon
Mid-America Apartment Communities
MAA
+$213K
5
FRT icon
Federal Realty Investment Trust
FRT
+$203K

Sector Composition

1 Technology 12.04%
2 Utilities 5.52%
3 Consumer Discretionary 4.84%
4 Financials 4.64%
5 Consumer Staples 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.14M 5.79%
53,918
-16
2
$1.11M 5.63%
70,742
+1,774
3
$1.06M 5.36%
44,252
+1,180
4
$963K 4.88%
45,945
+446
5
$937K 4.74%
63,609
+1,677
6
$853K 4.32%
17,116
+370
7
$834K 4.22%
3,246
+600
8
$626K 3.17%
32,128
+842
9
$543K 2.75%
22,092
+674
10
$523K 2.65%
3,648
+88
11
$514K 2.6%
3,761
+30
12
$509K 2.58%
1,857
+170
13
$504K 2.55%
3,572
+393
14
$476K 2.41%
10,384
+510
15
$464K 2.35%
1,920
16
$448K 2.27%
5,866
-45
17
$435K 2.2%
5,084
+59
18
$418K 2.12%
1,635
+40
19
$408K 2.07%
7,791
+250
20
$397K 2.01%
12,748
+90
21
$389K 1.97%
2,828
+70
22
$387K 1.96%
15,231
+366
23
$361K 1.83%
1,831
+49
24
$361K 1.83%
17,400
+100
25
$344K 1.74%
7,333
+221
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