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
$353M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$316K
3
+$268K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$220K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$92.3K

Top Sells

1
+$204K
2
+$38.4K
3
+$30.4K
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$29.4K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$25.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.16%
7,006
-125
52
$551K 0.16%
38,248
+3,348
53
$456K 0.13%
16,624
-684
54
$448K 0.13%
11,172
-260
55
$445K 0.13%
5,700
56
$412K 0.12%
10,262
57
$359K 0.1%
13,570
+3,490
58
$322K 0.09%
4,135
59
$268K 0.08%
+17,760
60
$263K 0.07%
2,548
61
$223K 0.06%
5,330
-380
62
$220K 0.06%
+26,208
63
– –
-5,925
1 2
3