TWM

Trueblood Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$611K
2
+$540K
3
+$489K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$395K
5
DJT icon
Trump Media & Technology Group
DJT
+$370K

Top Sells

1
+$566K
2
+$418K
3
+$341K
4
CAT icon
Caterpillar
CAT
+$291K
5
HD icon
Home Depot
HD
+$224K

Sector Composition

1 Technology 19.95%
2 Financials 16.2%
3 Industrials 9.75%
4 Healthcare 5.97%
5 Energy 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$813K 0.34%
2,484
+396
102
$800K 0.33%
9,432
+1
103
$778K 0.33%
4,387
+4
104
$775K 0.32%
17,340
+71
105
$771K 0.32%
3,207
+240
106
$750K 0.31%
9,208
+513
107
$748K 0.31%
6,258
-52
108
$745K 0.31%
716
+48
109
$743K 0.31%
8,285
+12
110
$731K 0.31%
1,386
+1
111
$698K 0.29%
6,730
112
$696K 0.29%
1,951
+47
113
$696K 0.29%
1,239
-1
114
$695K 0.29%
1,279
115
$681K 0.28%
1,471
+54
116
$675K 0.28%
5,111
-29
117
$653K 0.27%
838
+7
118
$653K 0.27%
2,055
+100
119
$652K 0.27%
1,281
+2
120
$647K 0.27%
4,147
+6
121
$645K 0.27%
8,143
-495
122
$640K 0.27%
3,239
+4
123
$637K 0.27%
14,711
+202
124
$629K 0.26%
4,204
+219
125
$623K 0.26%
14,696
+43
3 4
5
6 7