TCM

Twele Capital Management Portfolio holdings

AUM $542M
1-Year Est. Return 7.45%
This Quarter Est. Return
1 Year Est. Return
+7.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$21.3M
3
+$19.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.6M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$15.5M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 0.95%
+98,584
27
$2.36M 0.81%
+16,074
28
$2.31M 0.8%
+41,060
29
$2.31M 0.8%
+29,560
30
$2.25M 0.78%
+96,494
31
$2.23M 0.77%
+78,400
32
$2.13M 0.73%
+55,212
33
$1.98M 0.68%
+60,718
34
$1.61M 0.56%
+99,630
35
$1.61M 0.55%
+52,337
36
$1.5M 0.52%
+12,400
37
$1.45M 0.5%
+21,382
38
$1.44M 0.5%
+17,097
39
$1.3M 0.45%
+57,976
40
$1.26M 0.43%
+20,800
41
$1.24M 0.43%
+35,163
42
$1.09M 0.37%
+10,360
43
$1.07M 0.37%
+9,434
44
$1.01M 0.35%
+70,000
45
$812K 0.28%
+49,100
46
$733K 0.25%
+15,200
47
$717K 0.25%
+18,500
48
$705K 0.24%
+16,160
49
$654K 0.23%
+13,620
50
$628K 0.22%
+20,000
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