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
$515M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$6.89M
3
+$4.08M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.87M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2M

Top Sells

1
+$9.34M
2
+$5.3M
3
+$4.07M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.43%
19,011
+289
27
$2.09M 0.4%
39,499
+289
28
$1.82M 0.35%
30,215
-196
29
$1.74M 0.34%
61,952
+3,496
30
$1.35M 0.26%
72,783
-664
31
$1.21M 0.23%
46,974
+160
32
$1.1M 0.21%
82,260
-360
33
$816K 0.16%
3,583
-72
34
$804K 0.16%
47,068
35
$796K 0.15%
50,672
-246
36
$745K 0.14%
25,396
+1,656
37
$728K 0.14%
54,846
+108
38
$598K 0.12%
2,758
-4
39
$517K 0.1%
27,966
-1,425
40
$480K 0.09%
6,000
41
$312K 0.06%
3,253
+145
42
$310K 0.06%
11,597
-118
1
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