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
101
$687K 0.34%
3,985
102
$679K 0.33%
4,868
+44
103
$675K 0.33%
5,966
+378
104
$657K 0.32%
23,869
+4,100
105
$655K 0.32%
1,243
-11
106
$648K 0.32%
8,416
107
$645K 0.32%
10,076
108
$645K 0.32%
836
+1
109
$639K 0.31%
15,971
-1,980
110
$632K 0.31%
1,595
+80
111
$630K 0.31%
6,830
-294
112
$624K 0.31%
5,161
+513
113
$619K 0.31%
2,351
+128
114
$617K 0.3%
8,884
+2,729
115
$616K 0.3%
3,147
+560
116
$596K 0.29%
1,197
+16
117
$591K 0.29%
1,132
118
$562K 0.28%
29,220
-416
119
$558K 0.27%
1,680
+156
120
$556K 0.27%
2,462
-10
121
$554K 0.27%
14,653
122
$553K 0.27%
15,122
123
$551K 0.27%
2,085
+566
124
$543K 0.27%
1,282
-56
125
$541K 0.27%
2,615
+729
3 4
5
6 7