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
$103M
AUM Growth
+$8.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$8.59M
2 +$1.69M
3 +$1.64M
4
IAU icon
iShares Gold Trust
IAU
+$575K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$569K

Top Sells

1 +$8.29M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$46.1M 44.86%
881,644
+32,367
2
$24.8M 24.11%
193,483
+12,820
3
$23.3M 22.65%
311,008
+114,792
4
$7.04M 6.85%
273,159
+22,329
5
$1.57M 1.53%
13,368
+4,838
6
-68,638