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
$56.4M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$235K
3
+$221K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$192K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$181K

Top Sells

1
+$384K
2
+$314K
3
+$210K
4
IBM icon
IBM
IBM
+$54.5K
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$49.1K

Sector Composition

1 Technology 31.84%
2 Consumer Discretionary 5.89%
3 Utilities 3.91%
4 Healthcare 3.9%
5 Financials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.53M 16.88%
60,302
-1,985
2
$2.32M 4.12%
105,160
+2,607
3
$2.28M 4.05%
11,125
+180
4
$1.96M 3.47%
3,935
+23
5
$1.88M 3.32%
80,700
+7,768
6
$1.62M 2.87%
68,052
+1,475
7
$1.62M 2.86%
78,114
+2,933
8
$1.53M 2.72%
11,460
9
$1.53M 2.71%
29,902
+3,758
10
$1.35M 2.4%
21,715
+665
11
$1.3M 2.3%
51,388
+2,315
12
$1.13M 2%
5,527
+182
13
$1.1M 1.95%
3,726
-185
14
$1.08M 1.92%
4,932
-78
15
$1.03M 1.82%
17,204
+2,077
16
$1.01M 1.79%
2,848
+40
17
$952K 1.69%
3,401
+144
18
$848K 1.5%
17,668
+1,482
19
$793K 1.41%
2,164
+41
20
$755K 1.34%
763
+18
21
$722K 1.28%
15,257
+565
22
$662K 1.17%
6,349
-200
23
$657K 1.16%
17,685
+70
24
$642K 1.14%
2,559
+15
25
$636K 1.13%
5,898
-55
1
2 3