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
51
$914K 0.57%
+3,166
52
$907K 0.57%
+13,948
53
$904K 0.57%
+15,554
54
$904K 0.57%
+2,534
55
$903K 0.57%
+10,900
56
$890K 0.56%
+5,243
57
$862K 0.54%
+44,120
58
$850K 0.53%
+13,995
59
$846K 0.53%
+10,094
60
$829K 0.52%
+5,457
61
$819K 0.51%
+25,280
62
$807K 0.51%
+8,952
63
$803K 0.5%
+3,551
64
$797K 0.5%
+25,103
65
$786K 0.49%
+5,629
66
$772K 0.48%
+5,201
67
$771K 0.48%
+13,296
68
$761K 0.48%
+24,555
69
$760K 0.48%
+3,286
70
$721K 0.45%
+28,032
71
$717K 0.45%
+1,086
72
$712K 0.45%
+11,484
73
$698K 0.44%
+29,226
74
$693K 0.43%
+9,887
75
$679K 0.43%
+6,527
1 2
3
4 5