TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
+2%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$417M
AUM Growth
+$417M
(+4%)
Cap. Flow
+$7.91M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
67%
Holding
44
New
1
Increased
15
Reduced
10
Closed
–
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.38M |
| 2 |
Vanguard Total Bond Market
BND
|
$3.07M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.5M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.08M |
| 5 |
iShares US Real Estate ETF
IYR
|
$577K |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$3.05M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$712K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$521K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$444K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$206K |
