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
101
$556K 0.31%
1,260
-1
102
$543K 0.31%
1,424
+109
103
$533K 0.3%
1,196
+35
104
$533K 0.3%
15,122
105
$529K 0.3%
1,058
-117
106
$526K 0.3%
2,463
+62
107
$522K 0.29%
1,396
108
$493K 0.28%
3,985
109
$487K 0.28%
8,997
110
$485K 0.27%
14,653
+3,248
111
$480K 0.27%
1,079
112
$473K 0.27%
7,481
+3
113
$472K 0.27%
573
114
$468K 0.26%
2,676
+496
115
$467K 0.26%
4,241
+333
116
$461K 0.26%
2,668
+568
117
$460K 0.26%
8,586
-18
118
$457K 0.26%
2,501
+844
119
$453K 0.26%
1,644
-10
120
$445K 0.25%
4,439
-76
121
$429K 0.24%
8,812
-73
122
$424K 0.24%
2,500
+2
123
$423K 0.24%
3,293
124
$423K 0.24%
7,719
+1,869
125
$415K 0.23%
1,325
+491
3 4
5
6 7