TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
+9.26%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$558M
AUM Growth
+$558M
(+8.2%)
Cap. Flow
-$1.37M
Cap. Flow
% of AUM
-0.25%
Top 10 Holdings %
Top 10 Hldgs %
74.19%
Holding
42
New
–
Increased
16
Reduced
23
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$7.47M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$4.36M |
| 3 |
Vanguard Total Bond Market
BND
|
$3.82M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.16M |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
$2.98M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$4.65M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$4.35M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.14M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$1.86M |
