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
126
$534K 0.26%
1,690
+64
127
$531K 0.26%
2,203
+396
128
$530K 0.26%
2,582
129
$528K 0.26%
501
+23
130
$527K 0.26%
8,831
-1
131
$524K 0.26%
494
+73
132
$507K 0.25%
8,828
-169
133
$494K 0.24%
844
+227
134
$493K 0.24%
4,276
+1,285
135
$488K 0.24%
4,417
-251
136
$479K 0.24%
2,706
-36
137
$474K 0.23%
5,924
+1,403
138
$468K 0.23%
1,637
139
$461K 0.23%
4,277
-125
140
$449K 0.22%
7,043
-276
141
$448K 0.22%
8,752
142
$446K 0.22%
3,693
-15
143
$445K 0.22%
3,287
-6
144
$444K 0.22%
28,824
145
$444K 0.22%
20,626
+2,861
146
$443K 0.22%
4,388
+298
147
$441K 0.22%
2,424
-58
148
$438K 0.22%
1,888
+884
149
$436K 0.22%
9,119
+31
150
$428K 0.21%
13,078
4 5
6
7 8