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
$27.3M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$400K
2
+$286K
3
+$277K
4
CVX icon
Chevron
CVX
+$243K
5
FAST icon
Fastenal
FAST
+$214K

Top Sells

1
+$430K
2
+$324K
3
+$42.3K

Sector Composition

1 Technology 13.72%
2 Financials 6.45%
3 Consumer Discretionary 5.55%
4 Industrials 5.53%
5 Utilities 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.53M 5.6%
88,815
+4,686
2
$1.51M 5.54%
84,852
+4,866
3
$1.2M 4.4%
52,050
+6,038
4
$1.17M 4.27%
3,428
+39
5
$1.01M 3.7%
5,216
+1,475
6
$1M 3.68%
47,443
+1,061
7
$972K 3.56%
19,722
+2,291
8
$853K 3.12%
38,942
+2,500
9
$736K 2.7%
20,235
+10,991
10
$671K 2.46%
4,130
+276
11
$645K 2.36%
32,025
12
$632K 2.31%
2,034
+45
13
$629K 2.3%
4,704
+160
14
$618K 2.26%
5,766
+70
15
$605K 2.22%
6,111
+85
16
$569K 2.08%
23,660
+2,288
17
$519K 1.9%
25,225
+450
18
$503K 1.84%
12,594
+425
19
$488K 1.79%
2,218
+168
20
$480K 1.76%
10,353
+1,463
21
$473K 1.73%
16,495
+616
22
$461K 1.69%
2,353
+108
23
$456K 1.67%
18,497
+1,104
24
$413K 1.51%
1,739
+50
25
$409K 1.5%
2,108
+65
1
2 3