TWM

Trueblood Wealth Management Portfolio holdings

AUM $256M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$611K
2
+$540K
3
+$489K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$395K
5
DJT icon
Trump Media & Technology Group
DJT
+$370K

Top Sells

1
+$566K
2
+$418K
3
+$341K
4
CAT icon
Caterpillar
CAT
+$291K
5
HD icon
Home Depot
HD
+$224K

Sector Composition

1 Technology 19.95%
2 Financials 16.2%
3 Industrials 9.75%
4 Healthcare 5.97%
5 Energy 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$465K 0.19%
4,329
+8
152
$459K 0.19%
1,214
153
$453K 0.19%
7,867
154
$453K 0.19%
8,658
-58
155
$447K 0.19%
3,153
+98
156
$439K 0.18%
5,161
+34
157
$439K 0.18%
3,539
+247
158
$438K 0.18%
3,292
+5
159
$433K 0.18%
8,828
160
$429K 0.18%
4,314
+278
161
$427K 0.18%
4,390
+2
162
$421K 0.18%
9,763
+1,140
163
$417K 0.17%
1,811
+4
164
$416K 0.17%
1,491
+149
165
$411K 0.17%
3,070
166
$408K 0.17%
5,132
+28
167
$407K 0.17%
737
168
$405K 0.17%
1,739
-20
169
$404K 0.17%
1,511
-17
170
$403K 0.17%
1,880
-2
171
$398K 0.17%
2,739
-14
172
$395K 0.17%
2,267
+52
173
$388K 0.16%
4,957
+8
174
$384K 0.16%
5,623
+619
175
$384K 0.16%
4,130
+285
5 6
7
8 9