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
$609M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.37M
3
+$553K
4
VUG icon
Vanguard Growth ETF
VUG
+$508K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$475K

Top Sells

1
+$3.62M
2
+$3.23M
3
+$2.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.41M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.6M 0.43%
+31,500
27
$1.84M 0.3%
16,047
+625
28
$1.34M 0.22%
58,570
+366
29
$1.31M 0.22%
54,418
-226
30
$1.07M 0.18%
70,890
31
$780K 0.13%
48,456
-2,046
32
$779K 0.13%
38,440
-1,568
33
$680K 0.11%
27,606
+3,558
34
$551K 0.09%
36,879
+888
35
$508K 0.08%
+2,386
36
$475K 0.08%
+21,711
37
$393K 0.06%
3,257
38
$388K 0.06%
+1,811
39
$258K 0.04%
6,806
40
$256K 0.04%
10,803
+64
41
– –
-47,866
1
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