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
51
$1.14M 0.56%
2,193
+57
52
$1.14M 0.56%
9,048
-15
53
$1.13M 0.56%
3,140
+299
54
$1.09M 0.54%
15,266
+111
55
$1.09M 0.54%
1,730
+22
56
$1.09M 0.54%
6,114
-233
57
$1.08M 0.53%
56,095
+8,992
58
$1.07M 0.53%
5,640
+3
59
$1.05M 0.52%
15,481
+192
60
$1.03M 0.51%
10,914
-291
61
$1.03M 0.51%
11,228
+828
62
$1.02M 0.5%
13,198
-22
63
$1.01M 0.5%
41,070
64
$999K 0.49%
3,367
+333
65
$991K 0.49%
4,221
66
$982K 0.48%
28,080
+9,964
67
$974K 0.48%
10,886
68
$970K 0.48%
2,099
+276
69
$930K 0.46%
4,523
-303
70
$911K 0.45%
25,090
71
$901K 0.44%
2,695
+319
72
$878K 0.43%
14,861
+2,731
73
$874K 0.43%
25,769
+93
74
$872K 0.43%
2,364
-213
75
$860K 0.42%
8,643
-4,849
1 2
3
4 5