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
176
$325K 0.16%
1,342
-34
177
$323K 0.16%
632
-2
178
$319K 0.16%
554
+4
179
$319K 0.16%
4,067
180
$313K 0.15%
4,449
-9
181
$312K 0.15%
1,414
182
$311K 0.15%
2,587
-54
183
$310K 0.15%
1,293
-60
184
$302K 0.15%
1,879
185
$301K 0.15%
4,465
-40
186
$291K 0.14%
13,231
-586
187
$291K 0.14%
3,452
-288
188
$280K 0.14%
3,130
+5
189
$279K 0.14%
252
190
$278K 0.14%
14,180
191
$276K 0.14%
+1,785
192
$275K 0.14%
2,216
193
$274K 0.14%
12,039
-553
194
$274K 0.13%
307
+2
195
$273K 0.13%
3,693
196
$260K 0.13%
1,518
-22
197
$260K 0.13%
2,364
-33
198
$260K 0.13%
2,000
199
$258K 0.13%
4,496
+3
200
$257K 0.13%
4,750
6 7
8
9 10