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
151
$303K 0.19%
+3,229
152
$301K 0.19%
+2,533
153
$298K 0.19%
+3,256
154
$294K 0.18%
+4,295
155
$293K 0.18%
+2,523
156
$290K 0.18%
+2,181
157
$289K 0.18%
+4,792
158
$289K 0.18%
+6,782
159
$289K 0.18%
+2,788
160
$287K 0.18%
+3,627
161
$287K 0.18%
+3,080
162
$286K 0.18%
+405
163
$284K 0.18%
+1,414
164
$278K 0.17%
+2,089
165
$275K 0.17%
+2,084
166
$270K 0.17%
+645
167
$264K 0.17%
+3,758
168
$261K 0.16%
+1,128
169
$261K 0.16%
+4,067
170
$255K 0.16%
+11,691
171
$254K 0.16%
+3,267
172
$253K 0.16%
+5,684
173
$251K 0.16%
+5,191
174
$251K 0.16%
+3,417
175
$244K 0.15%
+1,492
5 6
7
8 9