TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
+4.17%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$792M
AUM Growth
+$792M
(+4.2%)
Cap. Flow
+$747K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
74.55%
Holding
41
New
–
Increased
25
Reduced
16
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.38M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.38M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.33M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.16M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.14M |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$6.31M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$3.99M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.55M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$1.34M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.08M |
