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
126
$380K 0.24%
+2,574
127
$362K 0.23%
+1,679
128
$361K 0.23%
+11,405
129
$360K 0.23%
+1,477
130
$359K 0.22%
+1,914
131
$358K 0.22%
+700
132
$356K 0.22%
+613
133
$342K 0.21%
+2,871
134
$339K 0.21%
+1,006
135
$337K 0.21%
+407
136
$335K 0.21%
+16,731
137
$334K 0.21%
+1,220
138
$333K 0.21%
+15,060
139
$330K 0.21%
+8,999
140
$322K 0.2%
+1,692
141
$321K 0.2%
+3,705
142
$311K 0.19%
+5,017
143
$310K 0.19%
+1,772
144
$310K 0.19%
+2,431
145
$306K 0.19%
+1,170
146
$306K 0.19%
+3,393
147
$306K 0.19%
+1,113
148
$304K 0.19%
+401
149
$303K 0.19%
+4,679
150
$303K 0.19%
+4,916
4 5
6
7 8