TWM
Tanglewood Wealth Management Portfolio holdings
AUM
$1.01B
This Quarter Return
-10.48%
1 Year Return
+16.51%
3 Year Return
+46.2%
5 Year Return
+80.09%
10 Year Return
+147.23%
AUM
$399M
AUM Growth
+$399M
(+13%)
Cap. Flow
+$82.3M
Cap. Flow
% of AUM
20.65%
Top 10 Holdings %
Top 10 Hldgs %
93.48%
Holding
16
New
6
Increased
4
Reduced
5
Closed
1
Top Buys
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$24.2M |
| 2 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$20.7M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$17.5M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$10.7M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$7.78M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$4.85M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4M |
| 3 |
iShares Russell 3000 ETF
IWV
|
$1.71M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$296K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$179K |
