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
$417M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$3.07M
3
+$1.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.08M
5
IYR icon
iShares US Real Estate ETF
IYR
+$577K

Top Sells

1
+$3.05M
2
+$712K
3
+$521K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$444K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$206K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.34%
12,677
+79
27
$1.02M 0.25%
39,082
-3,278
28
$973K 0.23%
18,018
+138
29
$701K 0.17%
8,435
30
$577K 0.14%
+7,225
31
$526K 0.13%
4,258
+80
32
$517K 0.12%
30,676
-72
33
$511K 0.12%
30,548
-730
34
$473K 0.11%
7,555
35
$452K 0.11%
3,613
-26
36
$444K 0.11%
43,746
37
$416K 0.1%
41,586
-222
38
$333K 0.08%
12,370
39
$327K 0.08%
12,136
40
$289K 0.07%
3,281
41
$254K 0.06%
2,540
42
$218K 0.05%
1,639
43
$214K 0.05%
12,813
44
$202K 0.05%
9,840
1
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