BWM

Blossom Wealth Management Portfolio holdings

AUM $60.6M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$41.5M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$56K
3
+$54K
4
AAPL icon
Apple
AAPL
+$49K
5
WEC icon
WEC Energy
WEC
+$44.8K

Top Sells

1
+$436K
2
+$204K
3
+$47.4K
4
PFE icon
Pfizer
PFE
+$30.4K
5
CRM icon
Salesforce
CRM
+$4.52K

Sector Composition

1 Technology 28.49%
2 Consumer Discretionary 7.74%
3 Financials 5.1%
4 Healthcare 4.01%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.56M 13.38%
61,510
-4,830
2
$2.03M 4.88%
11,812
+286
3
$1.88M 4.54%
4,479
+67
4
$1.76M 4.23%
90,082
+602
5
$1.47M 3.55%
72,468
+213
6
$1.29M 3.09%
62,914
+1,750
7
$1.25M 3.01%
54,444
+188
8
$1.09M 2.62%
44,142
+1,678
9
$972K 2.34%
19,453
+42
10
$904K 2.18%
21,515
+208
11
$902K 2.17%
5,000
+87
12
$902K 2.17%
4,721
+30
13
$856K 2.06%
4,686
+58
14
$794K 1.91%
2,069
+14
15
$782K 1.88%
2,801
+100
16
$751K 1.81%
12,370
+500
17
$709K 1.71%
33,825
+600
18
$683K 1.64%
5,873
+60
19
$637K 1.53%
16,787
20
$629K 1.51%
2,516
+118
21
$589K 1.42%
6,443
+80
22
$571K 1.37%
12,134
+284
23
$542K 1.3%
22,474
+168
24
$527K 1.27%
14,235
+415
25
$526K 1.27%
2,470
+5
1
2 3