BWM
Blossom Wealth Management Portfolio holdings
AUM
$56.4M
This Quarter Return
-4.47%
1 Year Return
+21.04%
3 Year Return
+78.43%
5 Year Return
–
10 Year Return
–
AUM
$17.8M
AUM Growth
+$17.8M
(-10%)
Cap. Flow
-$1.08M
Cap. Flow
% of AUM
-6.07%
Top 10 Holdings %
Top 10 Hldgs %
45.82%
Holding
44
New
–
Increased
18
Reduced
17
Closed
5
Top Buys
| 1 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$20.4K |
| 2 |
Walmart
WMT
|
$13K |
| 3 |
Costco
COST
|
$10.9K |
| 4 |
American Tower
AMT
|
$8.15K |
| 5 |
Visa
V
|
$6.57K |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$333K |
| 2 |
Vanguard International Dividend Appreciation ETF
VIGI
|
$219K |
| 3 |
Duke Energy
DUK
|
$207K |
| 4 |
WEC Energy
WEC
|
$205K |
| 5 |
STKL
SunOpta
STKL
|
$81K |
Sector Composition
| 1 | Technology | 12.39% |
| 2 | Consumer Discretionary | 5.68% |
| 3 | Financials | 4.8% |
| 4 | Consumer Staples | 4.73% |
| 5 | Materials | 4.14% |
