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
$353M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$316K
3
+$268K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$220K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$92.3K

Top Sells

1
+$204K
2
+$38.4K
3
+$30.4K
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$29.4K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$25.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 1.21%
66,460
-55
27
$3.33M 0.94%
122,318
28
$3.25M 0.92%
47,614
+138
29
$3.06M 0.87%
29,216
-46
30
$2.8M 0.79%
22,981
-125
31
$2.62M 0.74%
98,488
32
$2.49M 0.71%
56,041
33
$2.26M 0.64%
100,100
34
$2.23M 0.63%
23,656
35
$1.8M 0.51%
21,478
-60
36
$1.79M 0.51%
78,630
37
$1.76M 0.5%
14,928
38
$1.72M 0.49%
15,893
39
$1.69M 0.48%
57,876
40
$1.64M 0.46%
14,410
41
$1.61M 0.46%
82,337
42
$1.54M 0.44%
12,400
43
$1.35M 0.38%
35,467
-145
44
$1.31M 0.37%
11,882
-75
45
$996K 0.28%
7,624
46
$896K 0.25%
14,293
-22
47
$696K 0.2%
15,200
48
$615K 0.17%
8,294
49
$581K 0.16%
44,208
50
$562K 0.16%
14,138
+996
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