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
201
$304K 0.13%
4,465
202
$302K 0.13%
+6,000
203
$300K 0.13%
1,167
-1
204
$298K 0.12%
1,821
-115
205
$290K 0.12%
4,565
+3
206
$287K 0.12%
1,314
+3
207
$287K 0.12%
2,000
208
$273K 0.11%
+2,407
209
$272K 0.11%
1,822
210
$266K 0.11%
756
211
$265K 0.11%
+2,840
212
$265K 0.11%
3,078
-60
213
$256K 0.11%
5,195
+4
214
$256K 0.11%
499
215
$253K 0.11%
1,406
+80
216
$253K 0.11%
2,402
217
$249K 0.1%
1,704
+48
218
$247K 0.1%
792
+1
219
$244K 0.1%
5,159
+19
220
$240K 0.1%
1,579
+104
221
$238K 0.1%
1,368
+6
222
$238K 0.1%
69,061
+46,825
223
$232K 0.1%
2,364
224
$229K 0.1%
2,442
+12
225
$226K 0.09%
+2,500
7 8
9
10 11