TWM

Tanglewood Wealth Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$4.66M
2 +$4.43M
3 +$4.31M
4
IAU icon
iShares Gold Trust
IAU
+$3.53M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.29M

Sector Composition

1 Technology 0.11%
2 Energy 0.04%
3 Communication Services 0.04%
4 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$224K 0.04%
11,486
27
$215K 0.04%
1,985