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
$792M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.38M
3
+$2.33M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.16M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.14M

Top Sells

1
+$6.31M
2
+$3.99M
3
+$2.55M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.34M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.08M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.35%
21,476
+1,271
27
$2.76M 0.35%
36,973
+2,299
28
$2.64M 0.33%
22,734
+856
29
$2.07M 0.26%
76,668
+4,092
30
$1.89M 0.24%
14,599
-270
31
$1.46M 0.18%
57,458
+68
32
$1.39M 0.18%
73,398
-1,962
33
$1.01M 0.13%
39,604
+136
34
$1M 0.13%
51,504
+1,066
35
$840K 0.11%
29,924
+354
36
$782K 0.1%
2,436
-60
37
$712K 0.09%
37,800
-9,648
38
$642K 0.08%
23,940
+48
39
$566K 0.07%
1,852
-1
40
$525K 0.07%
4,284
-56
41
$323K 0.04%
10,889
+682
1
2