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
76
$674K 0.42%
+2,162
77
$661K 0.41%
+4,692
78
$660K 0.41%
+33,514
79
$651K 0.41%
+10,312
80
$648K 0.41%
+17,182
81
$643K 0.4%
+5,760
82
$639K 0.4%
+8,829
83
$633K 0.4%
+1,396
84
$626K 0.39%
+2,089
85
$617K 0.39%
+13,612
86
$609K 0.38%
+15,024
87
$604K 0.38%
+1,946
88
$597K 0.37%
+4,048
89
$589K 0.37%
+5,347
90
$586K 0.37%
+7,220
91
$584K 0.37%
+2,243
92
$575K 0.36%
+2,911
93
$566K 0.35%
+1,284
94
$554K 0.35%
+10,740
95
$544K 0.34%
+1,276
96
$540K 0.34%
+2,079
97
$532K 0.33%
+1,217
98
$529K 0.33%
+2,029
99
$526K 0.33%
+10,002
100
$525K 0.33%
+1,313
2 3
4
5 6