TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
+4.22%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$645M
AUM Growth
+$645M
(+3.2%)
Cap. Flow
-$6.31M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
70.83%
Holding
43
New
–
Increased
20
Reduced
21
Closed
2
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$2M |
| 2 |
iShares US Real Estate ETF
IYR
|
$1.78M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.23M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.05M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.02M |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$3.52M |
| 2 |
iShares Select U.S. REIT ETF
ICF
|
$2.76M |
| 3 |
iShares Select Dividend ETF
DVY
|
$2.47M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.98M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.73M |
