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
$330M
AUM Growth
-$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.02M
3
+$7.67M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.84M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.62M

Top Sells

1
+$5.23M
2
+$4.95M
3
+$4.56M
4
DVY icon
iShares Select Dividend ETF
DVY
+$3.13M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.08M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,214
52
– –
-12,580
53
– –
-71,139
54
– –
-14,928
55
– –
-5,700
56
– –
-15,200
57
– –
-23,549
58
– –
-93,294
1 2
3