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
$817M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$56.3M
2 +$35.5M
3 +$34.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$23.1M
5
IAU icon
iShares Gold Trust
IAU
+$16.1M

Top Sells

1 +$64.3M
2 +$146K
3 +$92.6K

Sector Composition

1 Technology 0.11%
2 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$447K 0.05%
+1,190
27
$387K 0.05%
+7,040
28
$321K 0.04%
+2,300
29
$271K 0.03%
+10,677
30
$240K 0.03%
+8,575
31
$231K 0.03%
+7,955
32
$210K 0.03%
+2,114