TWM
Tanglewood Wealth Management Portfolio holdings
AUM
$1.01B
This Quarter Return
+7.73%
1 Year Return
+16.51%
3 Year Return
+46.2%
5 Year Return
+80.09%
10 Year Return
+147.23%
AUM
$1.01B
AUM Growth
+$1.01B
(+14%)
Cap. Flow
+$62.7M
Cap. Flow
% of AUM
6.18%
Top 10 Holdings %
Top 10 Hldgs %
82.55%
Holding
41
New
5
Increased
10
Reduced
16
Closed
1
Top Buys
| 1 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$47.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$36.7M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$28.8M |
| 4 |
Freedom 100 Emerging Markets ETF
FRDM
|
$14.6M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$5.89M |
Top Sells
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$27M |
| 2 |
Vanguard US Minimum Volatility ETF
VFMV
|
$25.7M |
| 3 |
iShares Gold Trust
IAU
|
$7.28M |
| 4 |
iShares Russell 3000 ETF
IWV
|
$5.11M |
| 5 |
SPDR Gold Trust
GLD
|
$5.02M |
Sector Composition
| 1 | Technology | 0.13% |
| 2 | Financials | 0.09% |
| 3 | Communication Services | 0.06% |
