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
126
$415K 0.23%
12,861
+5,493
127
$413K 0.23%
458
+26
128
$413K 0.23%
1,626
+222
129
$413K 0.23%
2,985
-52
130
$400K 0.23%
2,892
-185
131
$395K 0.22%
1,747
+99
132
$394K 0.22%
8,301
-886
133
$390K 0.22%
18,713
134
$386K 0.22%
9,059
+29
135
$384K 0.22%
2,577
+30
136
$382K 0.22%
7,233
137
$381K 0.21%
13,388
+5,474
138
$379K 0.21%
11,483
+4,272
139
$370K 0.21%
2,779
+51
140
$360K 0.2%
12,550
+5,522
141
$359K 0.2%
1,766
+13
142
$359K 0.2%
5,326
+748
143
$359K 0.2%
1,376
144
$356K 0.2%
10,824
+4,227
145
$346K 0.2%
4,944
146
$340K 0.19%
3,680
+8
147
$336K 0.19%
1,418
-1
148
$333K 0.19%
4,690
-202
149
$332K 0.19%
1,288
+12
150
$332K 0.19%
3,342
-2
4 5
6
7 8