TWA
Tandem Wealth Advisors Portfolio holdings
AUM
$210M
1-Year Est. Return
8.57%
1 Year Est. Return
+8.57%
AUM
$210M
AUM Growth
+$8.1M
(+4%)
Holding
51
Top Buys
| 1 | +$12.8M | |
| 2 | +$2.81M | |
| 3 | +$1.09M | |
| 4 |
iShares MBS ETF
MBB
|
+$1.02M |
| 5 |
Boeing
BA
|
+$402K |
Top Sells
| 1 | +$7.54M | |
| 2 | +$5.02M | |
| 3 | +$1.58M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.07M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$616K |
Sector Composition
| 1 | Technology | 2.83% |
| 2 | Financials | 1.88% |
| 3 | Consumer Discretionary | 1.18% |
| 4 | Communication Services | 1.06% |
| 5 | Industrials | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Fortinet
FTNT
$63B
| – | – |
-2,144
|
|