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
$438M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.61M
3
+$1.55M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.21M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.16M

Top Sells

1
+$924K
2
+$121K
3
+$76.4K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$32.3K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$24.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.35%
13,970
+1,293
27
$1.51M 0.35%
15,910
-340
28
$1.07M 0.24%
41,140
+2,058
29
$1.02M 0.23%
18,018
30
$714K 0.16%
8,605
+170
31
$617K 0.14%
57,390
+13,644
32
$601K 0.14%
4,921
+663
33
$541K 0.12%
31,004
+328
34
$528K 0.12%
30,968
+420
35
$471K 0.11%
7,555
36
$442K 0.1%
41,586
37
$365K 0.08%
2,713
-900
38
$339K 0.08%
12,136
39
$334K 0.08%
12,532
+162
40
$287K 0.07%
3,281
41
$270K 0.06%
2,540
42
$234K 0.05%
13,188
+375
43
$231K 0.05%
1,639
44
$205K 0.05%
9,840
1
2