TWM
Trueblood Wealth Management Portfolio holdings
AUM
$239M
1-Year Est. Return
19.86%
1 Year Est. Return
+19.86%
AUM
$239M
AUM Growth
+$23.6M
(+11%)
Holding
251
Top Buys
| 1 | +$635K | |
| 2 | +$553K | |
| 3 | +$515K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$427K |
| 5 |
Trump Media & Technology Group
DJT
|
+$306K |
Top Sells
| 1 | +$475K | |
| 2 | +$462K | |
| 3 | +$390K | |
| 4 |
Caterpillar
CAT
|
+$339K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
Health Care Select Sector SPDR Fund
XLV
$35.3B
| – | – |
-1,399
|
|