TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
-1.28%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$760M
AUM Growth
+$760M
(+18%)
Cap. Flow
+$123M
Cap. Flow
% of AUM
16.26%
Top 10 Holdings %
Top 10 Hldgs %
74.59%
Holding
41
New
–
Increased
19
Reduced
21
Closed
–
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$79.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$16.7M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$12.6M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$10.4M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$6.78M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.76M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.21M |
| 3 |
Vanguard Total Bond Market
BND
|
$893K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$787K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$499K |
