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
$315M
AUM Growth
-$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$210K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$103M 32.75%
1,957,251
-173,902
2
$65.6M 20.83%
506,530
-47,563
3
$41M 13.03%
332,353
-2,056
4
$39.2M 12.46%
262,810
-53,484
5
$25.7M 8.17%
309,899
+2,523
6
$25.1M 7.97%
458,430
-2,433
7
$14M 4.46%
181,960
-8,173
8
$443K 0.14%
3,992
9
$353K 0.11%
5,150
10
$256K 0.08%
1,017
-5