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
$318M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$4.99M
3
+$2.38M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.89M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.5M

Top Sells

1
+$5.83M
2
+$3.91M
3
+$2.85M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.23M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.57M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.07%
20,046
+3,972
27
$3.18M 1%
122,090
-250
28
$2.94M 0.92%
34,872
+17,775
29
$2.85M 0.9%
98,732
+148
30
$2.73M 0.86%
29,397
-163
31
$2.38M 0.75%
96,809
+745
32
$2.33M 0.73%
60,696
-22
33
$2.03M 0.64%
39,973
-25,027
34
$1.97M 0.62%
39,500
35
$1.76M 0.55%
100,100
36
$1.74M 0.55%
99,630
37
$1.69M 0.53%
52,337
38
$1.63M 0.51%
21,278
-104
39
$1.58M 0.5%
13,860
+4,426
40
$1.58M 0.5%
57,976
41
$1.49M 0.47%
12,400
42
$1.32M 0.42%
35,343
+180
43
$1.17M 0.37%
11,233
+673
44
$1.09M 0.34%
17,501
-25,259
45
$912K 0.29%
10,995
46
$783K 0.25%
16,510
+350
47
$767K 0.24%
13,568
+4,389
48
$761K 0.24%
15,200
49
$723K 0.23%
18,500
50
$540K 0.17%
44,208
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