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
151
$417K 0.21%
7,040
152
$416K 0.2%
7,780
+296
153
$414K 0.2%
1,815
+31
154
$410K 0.2%
18,713
155
$408K 0.2%
+1,011
156
$404K 0.2%
635
-5
157
$391K 0.19%
2,785
158
$388K 0.19%
4,841
159
$387K 0.19%
3,080
160
$373K 0.18%
2,843
+2
161
$370K 0.18%
2,089
+28
162
$365K 0.18%
1,439
+21
163
$365K 0.18%
1,258
-3
164
$365K 0.18%
3,274
-63
165
$352K 0.17%
3,313
-20
166
$351K 0.17%
12,803
+32
167
$350K 0.17%
4,679
168
$350K 0.17%
2,431
169
$346K 0.17%
4,541
-145
170
$339K 0.17%
3,258
+470
171
$336K 0.17%
983
+202
172
$331K 0.16%
+2,500
173
$329K 0.16%
3,619
-8
174
$328K 0.16%
5,441
+882
175
$326K 0.16%
517
-6
5 6
7
8 9