TWM
Trueblood Wealth Management Portfolio holdings
AUM
$239M
This Quarter Return
+10.39%
1 Year Return
+19.86%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$159M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.32%
Holding
208
New
208
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$9.64M |
| 2 |
Apple
AAPL
|
$7.02M |
| 3 |
Microsoft
MSFT
|
$5.16M |
| 4 |
Accenture
ACN
|
$3.54M |
| 5 |
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% |
