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
26
$1.59M 0.9%
17,741
+21
27
$1.45M 0.82%
26,830
+75
28
$1.42M 0.8%
22,466
+109
29
$1.35M 0.76%
23,795
-160
30
$1.34M 0.76%
2,471
+35
31
$1.33M 0.75%
6,770
-1
32
$1.31M 0.74%
7,924
+137
33
$1.28M 0.72%
16,361
+201
34
$1.26M 0.71%
5,272
+76
35
$1.23M 0.69%
51,402
-2,230
36
$1.22M 0.69%
1,433
+24
37
$1.21M 0.68%
14,850
+86
38
$1.19M 0.67%
7,253
-794
39
$1.19M 0.67%
2,152
40
$1.18M 0.67%
18,199
-348
41
$1.17M 0.66%
52,440
+4,624
42
$1.15M 0.65%
6,641
+250
43
$1.15M 0.65%
5,948
+55
44
$1.14M 0.64%
2,806
+89
45
$1.14M 0.64%
10,818
-16
46
$1.11M 0.62%
2,443
-12
47
$1.09M 0.62%
6,374
-330
48
$1.09M 0.61%
1,653
+28
49
$1.06M 0.6%
15,014
+293
50
$1.06M 0.6%
4,839
-14
1
2
3 4 5