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
$352M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$981K
3 +$793K
4
BND icon
Vanguard Total Bond Market
BND
+$745K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$481K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$571K 0.16%
7,006
52
$571K 0.16%
8,114
-180
53
$534K 0.15%
13,742
-396
54
$455K 0.13%
5,700
55
$451K 0.13%
16,624
56
$407K 0.12%
10,262
57
$378K 0.11%
14,620
+1,050
58
$369K 0.11%
24,210
+6,450
59
$365K 0.1%
9,322
-1,850
60
$317K 0.09%
4,120
-15
61
$250K 0.07%
+10,158
62
$244K 0.07%
2,393
-155
63
$236K 0.07%
28,152
+1,944
64
-5,330