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
$31.2M
AUM Growth
+$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$788K
3
+$480K
4
MCD icon
McDonald's
MCD
+$339K
5
NFLX icon
Netflix
NFLX
+$335K

Top Sells

1
+$223K
2
+$214K
3
+$206K

Sector Composition

1 Technology 21.04%
2 Consumer Discretionary 8.11%
3 Financials 5.96%
4 Healthcare 4.49%
5 Consumer Staples 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.15M 6.89%
49,440
+41,550
2
$1.68M 5.38%
9,816
+4,600
3
$1.49M 4.76%
89,409
+594
4
$1.46M 4.66%
85,750
+898
5
$1.31M 4.18%
4,138
+710
6
$1.19M 3.79%
53,592
+1,542
7
$1.01M 3.23%
47,531
+88
8
$972K 3.11%
19,924
+202
9
$812K 2.6%
39,228
+286
10
$720K 2.3%
20,565
+330
11
$682K 2.18%
5,798
+32
12
$668K 2.14%
33,225
+1,200
13
$663K 2.12%
4,729
+25
14
$650K 2.08%
4,181
+51
15
$625K 2%
2,070
+36
16
$586K 1.88%
6,426
+315
17
$585K 1.87%
2,544
+805
18
$570K 1.83%
23,822
+162
19
$526K 1.68%
25,425
+200
20
$521K 1.67%
11,242
+889
21
$480K 1.54%
+3,773
22
$470K 1.5%
2,256
+38
23
$459K 1.47%
16,747
+252
24
$446K 1.43%
18,625
+128
25
$442K 1.42%
12,889
+295
1
2 3