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
201
$203K 0.13%
+3,670
202
$202K 0.13%
+3,506
203
$196K 0.12%
+14,180
204
$172K 0.11%
+21,271
205
$156K 0.1%
+11,742
206
$156K 0.1%
+15,677
207
$27K 0.02%
+5,333
208
$12.4K 0.01%
+473