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
$738M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.07M
3
+$679K
4
IYR icon
iShares US Real Estate ETF
IYR
+$313K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$125K

Top Sells

1
+$1.75M
2
+$1.6M
3
+$1.55M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.25M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$964K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.34%
20,482
-994
27
$2.47M 0.33%
35,556
-1,417
28
$2.46M 0.33%
22,423
-311
29
$1.92M 0.26%
75,952
-716
30
$1.8M 0.24%
14,446
-153
31
$1.39M 0.19%
56,144
-1,314
32
$1.28M 0.17%
71,256
-2,142
33
$923K 0.13%
38,972
-632
34
$906K 0.12%
49,320
-2,184
35
$761K 0.1%
28,586
-1,338
36
$673K 0.09%
2,341
-95
37
$638K 0.09%
35,838
-1,962
38
$582K 0.08%
23,016
-924
39
$514K 0.07%
1,852
40
$417K 0.06%
3,257
-1,027
41
$293K 0.04%
10,542
-347
1
2