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
$228M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Sells

1 +$1.09M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$79.5M 34.95%
641,631
+149,984
2
$49.7M 21.85%
1,024,290
+27,626
3
$26.4M 11.62%
215,062
-8,833
4
$23.4M 10.27%
312,887
+5,067
5
$21.2M 9.31%
188,515
+23,617
6
$15.1M 6.65%
992,986
+7,196
7
$11.6M 5.1%
511,525
+84,356
8
$385K 0.17%
+12,514
9
$229K 0.1%
3,605
+74