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
$164M
AUM Growth
-$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$448K
3
+$442K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$424K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$351K

Top Sells

1
+$260K
2
+$217K
3
+$27.2K
4
AAPL icon
Apple
AAPL
+$24.8K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$19.1K

Sector Composition

1 Technology 2.05%
2 Healthcare 1.27%
3 Financials 1.26%
4 Consumer Discretionary 0.71%
5 Consumer Staples 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$378K 0.23%
1,643
+11
27
$376K 0.23%
2,580
-18
28
$371K 0.23%
3,018
29
$365K 0.22%
2,875
+39
30
$365K 0.22%
4,104
+1,175
31
$358K 0.22%
4,310
-40
32
$336K 0.21%
733
+13
33
$310K 0.19%
832
+14
34
$293K 0.18%
2,659
-15
35
$285K 0.17%
1,369
-17
36
$284K 0.17%
6,530
+70
37
$278K 0.17%
2,875
-35
38
$273K 0.17%
1,001
+11
39
$273K 0.17%
1,880
-28
40
$268K 0.16%
2,500
-61
41
$250K 0.15%
663
+18
42
$241K 0.15%
4,204
43
$225K 0.14%
+6,613
44
$225K 0.14%
2,324
45
$225K 0.14%
441
+9
46
$220K 0.13%
1,193
-30
47
$219K 0.13%
725
+22
48
$218K 0.13%
+3,709
49
$213K 0.13%
84
+3
50
$203K 0.12%
1,016
+33
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