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
$49.6M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$389K
2
+$206K
3
+$117K
4
AAPL icon
Apple
AAPL
+$102K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$91.2K

Top Sells

1
+$244K
2
+$202K
3
+$105K
4
AMZN icon
Amazon
AMZN
+$24.4K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$15.8K

Sector Composition

1 Technology 31.83%
2 Consumer Discretionary 6.53%
3 Financials 4.42%
4 Utilities 4.31%
5 Consumer Staples 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.51M 15.14%
61,858
+113
2
$2.85M 5.75%
12,243
+437
3
$2.07M 4.17%
100,626
+4,436
4
$1.88M 3.79%
4,367
5
$1.75M 3.52%
78,825
+2,418
6
$1.42M 2.87%
68,983
+1,584
7
$1.41M 2.84%
59,310
+2,134
8
$1.27M 2.57%
49,458
+2,182
9
$1.23M 2.48%
24,770
+1,032
10
$1.12M 2.26%
21,614
+909
11
$1.06M 2.15%
5,376
+215
12
$1.05M 2.11%
4,738
-20
13
$902K 1.82%
4,841
-131
14
$877K 1.77%
1,237
15
$870K 1.75%
2,147
+33
16
$772K 1.56%
2,807
+19
17
$741K 1.49%
2,810
+101
18
$715K 1.44%
6,103
+220
19
$679K 1.37%
17,102
+315
20
$675K 1.36%
31,955
-750
21
$649K 1.31%
6,662
+155
22
$643K 1.3%
13,477
+780
23
$622K 1.25%
6,463
+1,215
24
$604K 1.22%
2,538
+43
25
$602K 1.21%
679
+15
1
2 3