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
$620M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.82M
3
+$2.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.96M

Top Sells

1
+$8.48M
2
+$5.31M
3
+$2.62M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.71M
5
BND icon
Vanguard Total Bond Market
BND
+$1.65M

Sector Composition

1 Technology 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.21%
55,326
-180
27
$1.06M 0.17%
60,603
-558
28
$1.04M 0.17%
14,203
-23,401
29
$794K 0.13%
36,270
+376
30
$772K 0.12%
43,334
-358
31
$666K 0.11%
2,354
-32
32
$658K 0.11%
26,718
-24
33
$619K 0.1%
35,910
+90
34
$497K 0.08%
1,807
-4
35
$458K 0.07%
19,326
+84
36
$369K 0.06%
3,253
37
$244K 0.04%
6,164
38
$239K 0.04%
9,705
+167
39
$233K 0.04%
+1,200
40
– –
-31,500
41
– –
-62,539
1
2