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
$441M
AUM Growth
-$903K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$514K
2
+$447K
3
+$446K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$384K
5
AAPL icon
Apple
AAPL
+$253K

Top Sells

1
+$811K
2
+$527K
3
+$368K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$342K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$191K

Sector Composition

1 Technology 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$730K 0.17%
30,750
-406
27
$713K 0.16%
37,134
+1,078
28
$623K 0.14%
29,727
-432
29
$593K 0.13%
1,585
-9
30
$567K 0.13%
1,556
31
$515K 0.12%
21,116
+2
32
$514K 0.12%
+14,167
33
$494K 0.11%
19,035
34
$435K 0.1%
5,448
+927
35
$410K 0.09%
5,023
-575
36
$391K 0.09%
3,233
37
$330K 0.07%
2,667
-1,333
38
$253K 0.06%
+1,202
39
$238K 0.05%
8,959
+420
1
2