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
$94.4M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$8.29M
2 +$2.13M
3 +$471K
4
IAU icon
iShares Gold Trust
IAU
+$50.5K

Top Sells

1 +$26.5M
2 +$8.04M
3 +$7.88M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$42.7M 45.26%
849,277
+42,374
2
$22.3M 23.66%
180,663
+3,808
3
$13.9M 14.68%
196,216
-113,886
4
$8.29M 8.78%
+68,638
5
$6.24M 6.61%
250,830
+2,031
6
$958K 1.01%
8,530
-235,612
7
-65,648