TWM

Trueblood Wealth Management Portfolio holdings

AUM $239M
1-Year Est. Return 19.86%
This Quarter Est. Return
1 Year Est. Return
+19.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$2.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$401K
2 +$324K
3 +$223K
4
BSX icon
Boston Scientific
BSX
+$210K
5
NFLX icon
Netflix
NFLX
+$205K

Top Sells

1 +$366K
2 +$363K
3 +$235K
4
LULU icon
lululemon athletica
LULU
+$227K
5
KO icon
Coca-Cola
KO
+$220K

Sector Composition

1 Technology 21.41%
2 Financials 15.73%
3 Industrials 10.14%
4 Healthcare 9.53%
5 Energy 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-20,752
227
-2,064
228
-388
229
-473