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
$109M
AUM Growth
-$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$4.11M
2 +$3.34M
3 +$492K
4
GLD icon
SPDR Gold Trust
GLD
+$488K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$197K

Top Sells

1 +$13.4M
2 +$6.85M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$29.4M 27.06%
229,552
+3,809
2
$25M 22.97%
513,970
+84,477
3
$24.7M 22.72%
244,262
+4,868
4
$23.4M 21.49%
353,414
+2,983
5
$6.26M 5.76%
58,882
+31,432
6
-126,964
7
-150,106