TWA
Tandem Wealth Advisors Portfolio holdings
AUM
$202M
This Quarter Return
+9.07%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+6%)
Cap. Flow
-$4.03M
Cap. Flow
% of AUM
-2.32%
Top 10 Holdings %
Top 10 Hldgs %
78.22%
Holding
68
New
9
Increased
3
Reduced
22
Closed
2
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$8.97M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.85M |
| 3 |
GE HealthCare
GEHC
|
$322K |
| 4 |
Microsoft
MSFT
|
$182K |
| 5 |
Adobe
ADBE
|
$111K |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$9.26M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.42M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.3M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$716K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$543K |
Sector Composition
| 1 | Technology | 2.14% |
| 2 | Financials | 1.4% |
| 3 | Healthcare | 1.28% |
| 4 | Consumer Discretionary | 0.75% |
| 5 | Consumer Staples | 0.67% |
