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
$216M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1 +$654K
2 +$599K
3 +$565K
4
WMT icon
Walmart
WMT
+$529K
5
CGGO icon
Capital Group Global Growth Equity ETF
CGGO
+$524K

Sector Composition

1 Technology 18.43%
2 Financials 16.23%
3 Industrials 9.95%
4 Healthcare 7.51%
5 Energy 5.51%