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
$203M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$595K
3
+$475K
4
TSLA icon
Tesla
TSLA
+$408K
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$348K

Top Sells

1
+$924K
2
+$627K
3
+$482K
4
MCD icon
McDonald's
MCD
+$347K
5
JNJ icon
Johnson & Johnson
JNJ
+$322K

Sector Composition

1 Technology 21.09%
2 Financials 16.37%
3 Industrials 9.98%
4 Healthcare 7.28%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.76%
10,492
-207
27
$1.55M 0.76%
6,844
+88
28
$1.52M 0.75%
28,660
+790
29
$1.51M 0.74%
5,196
-1,198
30
$1.5M 0.74%
5,110
-18
31
$1.5M 0.74%
13,900
-229
32
$1.48M 0.73%
21,724
+32
33
$1.47M 0.73%
14,662
-205
34
$1.44M 0.71%
49,243
+10,114
35
$1.44M 0.71%
64,661
+429
36
$1.38M 0.68%
24,001
+41
37
$1.36M 0.67%
2,369
-48
38
$1.35M 0.66%
5,818
+256
39
$1.34M 0.66%
14,879
+2,177
40
$1.32M 0.65%
2,920
+114
41
$1.32M 0.65%
7,882
-37
42
$1.32M 0.65%
55,039
-211
43
$1.32M 0.65%
18,807
44
$1.31M 0.65%
6,643
-20
45
$1.27M 0.63%
1,385
+61
46
$1.26M 0.62%
2,336
+629
47
$1.24M 0.61%
3,667
+65
48
$1.21M 0.6%
8,378
-2,228
49
$1.18M 0.58%
28,740
50
$1.15M 0.57%
4,170
+250
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2
3 4 5