TCM
Twele Capital Management Portfolio holdings
AUM
$504M
This Quarter Return
+3.11%
1 Year Return
+8.78%
3 Year Return
+27.89%
5 Year Return
+32.37%
10 Year Return
+52.34%
AUM
$620M
AUM Growth
+$620M
(+1.4%)
Cap. Flow
-$9.53M
Cap. Flow
% of AUM
-1.54%
Top 10 Holdings %
Top 10 Hldgs %
73.11%
Holding
41
New
1
Increased
18
Reduced
16
Closed
2
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$4M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$2.82M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$2.45M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.1M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.96M |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$8.48M |
| 2 |
iShares US Real Estate ETF
IYR
|
$5.31M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$2.62M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$1.71M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.65M |
Sector Composition
| 1 | Technology | 0.04% |
