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
101
$522K 0.33%
+3,985
102
$504K 0.32%
+10,027
103
$503K 0.32%
+2,399
104
$499K 0.31%
+15,233
105
$487K 0.31%
+7,474
106
$487K 0.31%
+8,416
107
$469K 0.29%
+1,783
108
$463K 0.29%
+795
109
$445K 0.28%
+8,817
110
$443K 0.28%
+15,385
111
$440K 0.28%
+8,700
112
$436K 0.27%
+8,904
113
$428K 0.27%
+4,415
114
$421K 0.26%
+7,669
115
$418K 0.26%
+3,018
116
$415K 0.26%
+7,233
117
$412K 0.26%
+3,293
118
$408K 0.26%
+7,896
119
$404K 0.25%
+8,668
120
$404K 0.25%
+1,645
121
$393K 0.25%
+2,470
122
$388K 0.24%
+4,786
123
$385K 0.24%
+3,166
124
$382K 0.24%
+3,025
125
$382K 0.24%
+1,220
3 4
5
6 7