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
$472M
AUM Growth
-$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.28M
3
+$2.18M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.86M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.68M

Top Sells

1
+$2.72M
2
+$2.59M
3
+$1.82M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$660K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$100K

Sector Composition

1 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$914K 0.19%
8,577
+300
27
$802K 0.17%
31,017
+739
28
$712K 0.15%
38,501
+1,639
29
$711K 0.15%
2,837
-211
30
$659K 0.14%
29,033
-505
31
$625K 0.13%
1,556
32
$562K 0.12%
6,999
+745
33
$512K 0.11%
18,470
-391
34
$493K 0.1%
1,200
-10
35
$454K 0.1%
18,704
+436
36
$434K 0.09%
5,296
+211
37
$404K 0.09%
3,078
-115
38
$358K 0.08%
2,668
+1
39
$259K 0.05%
9,732
+853
40
$190K 0.04%
4,550
+50
1
2