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
$336M
AUM Growth
-$222K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.33M
3
+$1.8M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.57M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$860K

Top Sells

1
+$3.96M
2
+$3.83M
3
+$91K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$44.9K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$28.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.17%
14,016
-100,169
52
$509K 0.15%
5,700
53
$496K 0.15%
7,131
-1,308
54
$469K 0.14%
17,308
55
$448K 0.13%
34,900
-772
56
$426K 0.13%
10,262
57
$326K 0.1%
4,135
58
$264K 0.08%
5,710
59
$238K 0.07%
2,548
-60
60
$211K 0.06%
13,616
+528
61
$210K 0.06%
5,925
1 2
3