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
$507M
AUM Growth
+$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$1.53M
3
+$1.41M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$943K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$749K

Top Sells

1
+$1.35M
2
+$1.3M
3
+$887K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$530K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$346K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.41%
18,219
+310
27
$2.04M 0.4%
80,498
+400
28
$1.58M 0.31%
58,786
+7,038
29
$1.19M 0.23%
24,269
30
$998K 0.2%
7,872
-85
31
$945K 0.19%
79,956
+78
32
$732K 0.14%
61,842
+2,832
33
$724K 0.14%
7,769
-22
34
$703K 0.14%
44,158
+336
35
$693K 0.14%
39,760
+776
36
$582K 0.11%
3,501
37
$539K 0.11%
8,825
38
$502K 0.1%
5,001
+27
39
$478K 0.09%
17,198
+640
40
$446K 0.09%
2,797
-15
41
$397K 0.08%
15,803
+52
42
$369K 0.07%
19,584
+1,677
43
$318K 0.06%
3,488
+119
44
$232K 0.05%
2,081
-48
45
$215K 0.04%
3,650
46
$148K 0.03%
10,260
1
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