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
$52M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$301K
3
+$291K
4
TSLA icon
Tesla
TSLA
+$271K
5
APH icon
Amphenol
APH
+$207K

Top Sells

1
+$675K
2
+$358K
3
+$247K
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$159K
5
IAU icon
iShares Gold Trust
IAU
+$138K

Sector Composition

1 Technology 33.01%
2 Consumer Discretionary 7.12%
3 Financials 5.1%
4 Utilities 3.91%
5 Consumer Staples 3.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.36M 16.09%
62,275
+417
2
$3.17M 6.1%
12,661
+418
3
$1.96M 3.78%
106,039
+5,413
4
$1.9M 3.66%
4,513
+146
5
$1.54M 2.97%
67,948
-10,877
6
$1.49M 2.87%
65,699
+6,389
7
$1.47M 2.82%
70,977
+1,994
8
$1.27M 2.45%
49,283
-175
9
$1.12M 2.16%
22,518
+904
10
$1.11M 2.14%
1,248
+11
11
$1.11M 2.13%
5,042
+201
12
$1.09M 2.09%
21,984
-2,786
13
$1.07M 2.06%
5,472
+96
14
$929K 1.79%
4,226
-512
15
$919K 1.77%
2,909
+102
16
$868K 1.67%
3,287
+477
17
$865K 1.66%
2,223
+76
18
$770K 1.48%
13,275
+5,007
19
$765K 1.47%
17,407
+305
20
$686K 1.32%
14,626
+1,149
21
$669K 1.29%
731
+52
22
$668K 1.29%
6,208
+105
23
$650K 1.25%
7,199
+319
24
$636K 1.22%
6,969
+307
25
$625K 1.2%
6,644
+181
1
2 3