TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
+4.6%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$612M
AUM Growth
+$612M
(+0.42%)
Cap. Flow
-$25.3M
Cap. Flow
% of AUM
-4.14%
Top 10 Holdings %
Top 10 Hldgs %
72.76%
Holding
40
New
–
Increased
5
Reduced
32
Closed
–
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$894K |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$892K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$814K |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$44K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$32.8K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$8.24M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.94M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$2.7M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.61M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.6M |
