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
$590M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

1 +$29.2M
2 +$28.1M
3 +$17.9M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$8.63M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.88M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,201
27
-25,702
28
-7,955
29
-7,040
30
-910
31
-10,677