TWA

Tandem Wealth Advisors Portfolio holdings

AUM $202M
1-Year Est. Return 9.41%
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$5.85M
3 +$5.02M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.59M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.51M

Sector Composition

1 Technology 3.17%
2 Financials 1.89%
3 Communication Services 1.18%
4 Consumer Discretionary 1.09%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HON icon
51
Honeywell
HON
$129B
-1,316
IJR icon
52
iShares Core S&P Small-Cap ETF
IJR
$84.8B
-71,219
IVOO icon
53
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.8B
-4,580
EEM icon
54
iShares MSCI Emerging Markets ETF
EEM
$20.6B
-148,832
QQQ icon
55
Invesco QQQ Trust
QQQ
$384B
-17,323