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
51
$184K 0.11%
+6,734
52
$25.4K 0.02%
+193
53
$21.5K 0.01%
+100
54
$19.2K 0.01%
+338
55
$12.6K 0.01%
+43
56
$11.3K 0.01%
+250
57
$6.02K ﹤0.01%
+63
58
$4.53K ﹤0.01%
+44
59
$3.56K ﹤0.01%
+100
60
– –
-1,342
61
– –
-1,529
1 2
3