TWA

Tandem Wealth Advisors Portfolio holdings

AUM $210M
1-Year Est. Return 8.57%
This Quarter Est. Return
1 Year Est. Return
+8.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$16.8M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$11.7M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.68%
2 Healthcare 1.34%
3 Industrials 0.96%
4 Financials 0.9%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$414K 0.26%
+7,410
27
$410K 0.26%
+744
28
$399K 0.25%
+874
29
$382K 0.24%
+2,518
30
$379K 0.24%
+715
31
$366K 0.23%
+7,676
32
$365K 0.23%
+1,705
33
$316K 0.2%
+3,782
34
$312K 0.2%
+957
35
$306K 0.19%
+1,474
36
$284K 0.18%
+2,952
37
$274K 0.17%
+640
38
$272K 0.17%
+4,649
39
$271K 0.17%
+1,229
40
$260K 0.17%
+2,532
41
$240K 0.15%
+2,185
42
$232K 0.15%
+2,910
43
$227K 0.14%
+981
44
$225K 0.14%
+2,233
45
$220K 0.14%
+917
46
$216K 0.14%
+14,810
47
$215K 0.14%
+1,601
48
$208K 0.13%
+660
49
$193K 0.12%
+2,300
50
$188K 0.12%
+1,670
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