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
$207M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$27.8M
2 +$11.6M
3 +$2.39M
4
GLD icon
SPDR Gold Trust
GLD
+$881K
5
IAU icon
iShares Gold Trust
IAU
+$838K

Top Sells

1 +$164K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$60.9M 29.44%
491,647
+1,034
2
$48.6M 23.48%
996,664
+237,358
3
$27.8M 13.44%
+223,895
4
$26M 12.55%
307,820
-1,945
5
$18.7M 9.06%
164,898
+7,753
6
$14.9M 7.2%
985,790
+158,070
7
$9.78M 4.73%
427,169
+36,574
8
$227K 0.11%
+3,531