TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
-12.14%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$635M
AUM Growth
+$635M
(-14%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-2.02%
Top 10 Holdings %
Top 10 Hldgs %
74.28%
Holding
41
New
–
Increased
16
Reduced
22
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$759K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$650K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$606K |
| 5 |
iShares Russell 1000 ETF
IWB
|
$266K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.66M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.6M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.64M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.86M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$1.06M |
