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
176
$241K 0.15%
+588
177
$240K 0.15%
+1,688
178
$236K 0.15%
+5,150
179
$231K 0.14%
+2,453
180
$229K 0.14%
+4,458
181
$228K 0.14%
+1,526
182
$228K 0.14%
+410
183
$227K 0.14%
+1,390
184
$225K 0.14%
+1,725
185
$225K 0.14%
+2,852
186
$224K 0.14%
+4,769
187
$224K 0.14%
+2,724
188
$224K 0.14%
+3,234
189
$224K 0.14%
+12,674
190
$223K 0.14%
+2,054
191
$221K 0.14%
+872
192
$220K 0.14%
+9,120
193
$219K 0.14%
+13,058
194
$219K 0.14%
+1,372
195
$217K 0.14%
+2,228
196
$213K 0.13%
+602
197
$212K 0.13%
+1,640
198
$209K 0.13%
+1,606
199
$206K 0.13%
+1,532
200
$206K 0.13%
+2,703
5 6 7
8
9