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
51
$1.06M 0.6%
36,020
+3,935
52
$1.03M 0.58%
5,670
+58
53
$1.01M 0.57%
28,740
54
$997K 0.56%
3,907
+32
55
$955K 0.54%
7,587
+105
56
$945K 0.53%
9,062
+1
57
$935K 0.53%
3,577
+81
58
$923K 0.52%
5,594
+82
59
$922K 0.52%
11,484
60
$920K 0.52%
46,787
+2,749
61
$917K 0.52%
4,272
-55
62
$899K 0.51%
2,641
+527
63
$895K 0.51%
25,060
-43
64
$891K 0.5%
3,843
-1,565
65
$889K 0.5%
5,124
-420
66
$879K 0.5%
11,206
-465
67
$867K 0.49%
13,948
68
$860K 0.49%
10,116
+22
69
$859K 0.48%
5,350
+50
70
$831K 0.47%
24,499
-56
71
$825K 0.47%
13,683
+300
72
$824K 0.47%
3,298
+15
73
$823K 0.46%
12,152
+79
74
$813K 0.46%
898
75
$800K 0.45%
13,273
-156
1 2
3
4 5