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
$20.7M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$324K
3
+$256K
4
TJX icon
TJX Companies
TJX
+$226K
5
DUK icon
Duke Energy
DUK
+$217K

Top Sells

1
+$1.12M
2
+$288K
3
+$18K

Sector Composition

1 Technology 11.45%
2 Consumer Discretionary 6.76%
3 Financials 6%
4 Utilities 4.53%
5 Consumer Staples 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.26M 6.1%
78,472
+7,780
2
$1.12M 5.43%
75,270
+11,712
3
$1.1M 5.32%
48,312
+5,172
4
$949K 4.58%
45,232
+540
5
$893K 4.31%
18,788
+1,568
6
$788K 3.8%
3,285
+29
7
$730K 3.52%
36,030
+3,926
8
$608K 2.94%
5,516
+442
9
$592K 2.86%
1,875
+5
10
$582K 2.81%
5,871
+20
11
$577K 2.79%
3,803
+155
12
$560K 2.7%
+27,825
13
$560K 2.7%
3,972
+397
14
$545K 2.63%
22,590
+1,580
15
$500K 2.41%
10,469
+50
16
$492K 2.38%
3,790
+49
17
$467K 2.25%
22,775
+4,375
18
$442K 2.13%
13,334
+611
19
$428K 2.07%
8,357
+566
20
$413K 1.99%
2,024
+194
21
$408K 1.97%
1,960
+45
22
$406K 1.96%
2,802
+38
23
$404K 1.95%
17,068
+1,837
24
$384K 1.85%
1,813
+140
25
$370K 1.78%
4,410
1
2