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
51
$186K 0.12%
+479
52
$185K 0.12%
+5,582
53
$174K 0.11%
+2,344
54
$168K 0.11%
+68
55
$142K 0.09%
+818
56
$82.2K 0.05%
+848
57
$65.3K 0.04%
+3,735
58
$59.3K 0.04%
+1,714
59
$45.2K 0.03%
+1,323
60
$37.9K 0.02%
+561
61
$37.5K 0.02%
+1,177
62
$36.9K 0.02%
+410
63
$36.8K 0.02%
+736
64
$36.6K 0.02%
+292
65
$36.1K 0.02%
+904
66
$32.2K 0.02%
+151
67
$30.5K 0.02%
+891
68
$29.2K 0.02%
+167
69
$23.1K 0.01%
+1,003
70
$20.7K 0.01%
+338
71
$17.7K 0.01%
+200
72
$17.2K 0.01%
+696
73
$15.4K 0.01%
+176
74
$14.8K 0.01%
+194
75
$14.6K 0.01%
+250
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3
4