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
$148M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$46.4M
2 +$2.17M
3 +$1.9M
4
IAU icon
iShares Gold Trust
IAU
+$943K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$535K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$48M 32.38%
410,753
+397,385
2
$45.3M 30.59%
920,279
+38,635
3
$24.7M 16.64%
212,162
+18,679
4
$22.9M 15.44%
318,448
+7,440
5
$7.33M 4.95%
313,463
+40,304