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
176
$271K 0.15%
1,546
+20
177
$267K 0.15%
2,634
+9
178
$264K 0.15%
2,431
179
$261K 0.15%
872
180
$261K 0.15%
1,906
181
$258K 0.15%
2,364
-604
182
$256K 0.14%
507
-1
183
$255K 0.14%
3,034
-200
184
$255K 0.14%
3,496
+100
185
$255K 0.14%
4,491
+4
186
$254K 0.14%
1,394
-35
187
$253K 0.14%
12,731
+42
188
$253K 0.14%
247
-4
189
$251K 0.14%
4,000
190
$249K 0.14%
11,991
+232
191
$249K 0.14%
5,191
192
$245K 0.14%
2,226
-3
193
$241K 0.14%
4,505
-600
194
$240K 0.14%
12,575
-105
195
$240K 0.14%
1,446
-22
196
$239K 0.13%
1,131
+3
197
$237K 0.13%
1,478
198
$233K 0.13%
4,784
+110
199
$230K 0.13%
14,180
200
$228K 0.13%
3,854
+1,001
6 7
8
9 10