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
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.9M 23.12%
+225,743
2
$24.1M 20.7%
+350,431
3
$23.1M 19.84%
+239,394
4
$19M 16.33%
+429,493
5
$13.4M 11.51%
+126,964
6
$6.85M 5.89%
+150,106
7
$3.03M 2.61%
+27,450