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
$612M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$894K
2
+$892K
3
+$814K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$44K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.8K

Top Sells

1
+$8.24M
2
+$2.94M
3
+$2.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.61M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.43%
31,500
27
$1.93M 0.32%
16,421
+374
28
$1.32M 0.22%
54,190
-228
29
$1.3M 0.21%
55,506
-3,064
30
$986K 0.16%
61,161
-9,729
31
$760K 0.12%
43,692
-4,764
32
$753K 0.12%
35,894
-2,546
33
$674K 0.11%
26,742
-864
34
$595K 0.1%
2,386
35
$571K 0.09%
35,820
-1,059
36
$442K 0.07%
1,811
37
$435K 0.07%
19,242
-2,469
38
$381K 0.06%
3,253
-4
39
$243K 0.04%
6,164
-642
40
$234K 0.04%
9,538
-1,265
1
2