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
151
$330K 0.19%
2,785
+19
152
$329K 0.19%
4,051
+1,545
153
$326K 0.18%
414
+16
154
$320K 0.18%
3,627
155
$318K 0.18%
4,679
156
$314K 0.18%
655
+147
157
$310K 0.18%
11,681
158
$308K 0.17%
4,067
159
$306K 0.17%
9,868
+3
160
$304K 0.17%
2,000
+47
161
$301K 0.17%
3,330
+74
162
$301K 0.17%
597
+5
163
$299K 0.17%
3,080
164
$297K 0.17%
3,740
-22
165
$295K 0.17%
2,583
-40
166
$294K 0.17%
1,414
+42
167
$291K 0.16%
2,788
168
$287K 0.16%
1,414
169
$283K 0.16%
4,458
170
$281K 0.16%
3,868
+144
171
$281K 0.16%
11,717
172
$276K 0.16%
1,957
+5
173
$276K 0.16%
9,868
-4,352
174
$275K 0.16%
547
-85
175
$274K 0.15%
1,748
-25
5 6
7
8 9