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
$159M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$7.02M
3
+$5.16M
4
ACN icon
Accenture
ACN
+$3.54M
5
UNH icon
UnitedHealth
UNH
+$2.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.85%
2 Financials 15.16%
3 Industrials 10.34%
4 Healthcare 10.24%
5 Energy 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.89%
+5,381
27
$1.33M 0.83%
+12,621
28
$1.33M 0.83%
+23,157
29
$1.3M 0.81%
+18,261
30
$1.28M 0.81%
+15,406
31
$1.28M 0.8%
+7,739
32
$1.27M 0.8%
+8,798
33
$1.25M 0.78%
+56,138
34
$1.2M 0.76%
+53,632
35
$1.2M 0.75%
+7,587
36
$1.17M 0.74%
+5,035
37
$1.17M 0.74%
+18,705
38
$1.13M 0.71%
+2,402
39
$1.13M 0.71%
+7,711
40
$1.1M 0.69%
+5,020
41
$1.09M 0.68%
+1,738
42
$1.06M 0.66%
+1,990
43
$1.03M 0.64%
+6,627
44
$1.02M 0.64%
+4,327
45
$1.01M 0.64%
+8,378
46
$990K 0.62%
+28,955
47
$989K 0.62%
+2,563
48
$977K 0.61%
+13,916
49
$970K 0.61%
+11,525
50
$916K 0.57%
+15,546
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2
3 4 5