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
$534M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$3.38M
3
+$3.19M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.03M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.72M

Top Sells

1
+$2.58M
2
+$2.34M
3
+$1.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.36M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$980K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.41%
19,280
+1,061
27
$2.08M 0.39%
22,310
-320
28
$1.67M 0.31%
62,470
+3,684
29
$1.46M 0.27%
57,714
-22,784
30
$1.35M 0.25%
25,067
+798
31
$1.29M 0.24%
10,275
+2,403
32
$1.05M 0.2%
82,440
+2,484
33
$851K 0.16%
13,047
+4,222
34
$811K 0.15%
48,204
+4,046
35
$783K 0.15%
41,384
+1,624
36
$737K 0.14%
57,504
-4,338
37
$646K 0.12%
23,512
+6,314
38
$646K 0.12%
3,546
+45
39
$597K 0.11%
6,439
-1,330
40
$503K 0.09%
5,023
+22
41
$492K 0.09%
2,797
42
$466K 0.09%
17,017
+1,214
43
$412K 0.08%
20,553
+969
44
$277K 0.05%
3,035
-453
45
$249K 0.05%
2,081
46
$143K 0.03%
10,260
1
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