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
$191M
AUM Growth
-$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$419K
3
+$235K
4
PANW icon
Palo Alto Networks
PANW
+$209K
5
AAPL icon
Apple
AAPL
+$204K

Top Sells

1
+$3.1M
2
+$1.61M
3
+$568K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$322K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$303K

Sector Composition

1 Technology 2.29%
2 Financials 1.68%
3 Healthcare 1.08%
4 Consumer Discretionary 1%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$623K 0.33%
6,670
+733
27
$604K 0.32%
5,575
-195
28
$542K 0.28%
1,034
+154
29
$531K 0.28%
3,018
30
$521K 0.27%
2,123
+84
31
$469K 0.25%
1,007
+67
32
$452K 0.24%
4,580
+225
33
$434K 0.23%
1,436
+54
34
$430K 0.23%
5,458
+612
35
$410K 0.21%
9,817
+1,013
36
$398K 0.21%
4,934
+350
37
$388K 0.2%
1,106
+15
38
$379K 0.2%
2,222
+313
39
$373K 0.19%
8,905
+1,801
40
$369K 0.19%
2,203
-1,412
41
$360K 0.19%
1,030
+142
42
$356K 0.19%
2,919
+42
43
$354K 0.19%
1,303
+94
44
$342K 0.18%
562
+33
45
$332K 0.17%
87
46
$317K 0.17%
637
+5
47
$287K 0.15%
869
-142
48
$285K 0.15%
778
+34
49
$279K 0.15%
1,316
-13
50
$251K 0.13%
1,798
-609
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