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
$159M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$9.77M
3 +$1.76M

Top Sells

1 +$7.54M
2 +$6.25M
3 +$703K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$60M 37.63%
490,613
+79,860
2
$35.6M 22.32%
759,306
-160,973
3
$25.1M 15.74%
309,765
-8,683
4
$17.8M 11.2%
157,145
-55,017
5
$12M 7.51%
+827,720
6
$8.94M 5.61%
390,595
+77,132