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
$239M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$635K
2 +$553K
3 +$515K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$427K
5
DJT icon
Trump Media & Technology Group
DJT
+$306K

Top Sells

1 +$475K
2 +$462K
3 +$390K
4
CAT icon
Caterpillar
CAT
+$339K
5
HD icon
Home Depot
HD
+$227K

Sector Composition

1 Technology 19.95%
2 Financials 16.2%
3 Industrials 9.75%
4 Healthcare 5.97%
5 Energy 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLV icon
251
Health Care Select Sector SPDR Fund
XLV
$35.3B
-1,399