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
$635M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$759K
3
+$650K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$606K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$266K

Top Sells

1
+$4.66M
2
+$3.6M
3
+$2.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.86M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.06M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.41%
24,653
+2,230
27
$2.14M 0.34%
36,305
+749
28
$1.94M 0.31%
16,259
-4,223
29
$1.61M 0.25%
14,122
-324
30
$1.55M 0.24%
64,910
-11,042
31
$1.34M 0.21%
54,568
-1,576
32
$1.06M 0.17%
71,082
-174
33
$778K 0.12%
49,446
+126
34
$765K 0.12%
39,242
+270
35
$730K 0.11%
28,290
-296
36
$530K 0.08%
35,973
+135
37
$527K 0.08%
2,363
+22
38
$482K 0.08%
23,028
+12
39
$404K 0.06%
1,846
-6
40
$383K 0.06%
3,257
41
$269K 0.04%
10,590
+48
1
2