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
$335M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.27M
3
+$2.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.04M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$939K

Top Sells

1
+$2.87M
2
+$1.03M
3
+$1.01M
4
WPS
iShares International Developed Property ETF
WPS
+$983K
5
VCLT icon
Vanguard Long-Term Corporate Bond ETF
VCLT
+$759K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.51M 1.35%
48,383
27
$3.35M 1%
122,862
-6,400
28
$3.29M 0.98%
52,525
+4,108
29
$2.87M 0.85%
28,586
-595
30
$2.69M 0.8%
31,454
-380
31
$2.62M 0.78%
22,570
-411
32
$2.43M 0.72%
93,294
-5,194
33
$1.63M 0.49%
21,215
-263
34
$1.6M 0.48%
14,928
35
$1.6M 0.48%
12,807
+407
36
$1.59M 0.48%
44,925
-10,816
37
$1.55M 0.46%
77,800
-830
38
$1.4M 0.42%
82,000
-337
39
$1.39M 0.41%
70,100
-30,000
40
$1.36M 0.41%
12,421
+78
41
$1.28M 0.38%
14,838
-8,818
42
$1.12M 0.33%
47,151
43
$1.07M 0.32%
9,881
-6,000
44
$939K 0.28%
+23,549
45
$931K 0.28%
8,410
-6,000
46
$692K 0.21%
15,200
47
$646K 0.19%
10,564
-3,518
48
$618K 0.18%
23,702
+9,082
49
$583K 0.17%
45,880
+4,904
50
$452K 0.13%
5,700
1
2
3