TWA
Tandem Wealth Advisors Portfolio holdings
AUM
$202M
This Quarter Return
+4.97%
1 Year Return
+9.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(+4.9%)
Cap. Flow
+$1.47M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
78.96%
Holding
67
New
1
Increased
17
Reduced
17
Closed
18
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.68M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$1.22M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$875K |
| 4 |
iShares MBS ETF
MBB
|
$422K |
| 5 |
Sherwin-Williams
SHW
|
$294K |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$1.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
$916K |
| 3 |
Johnson & Johnson
JNJ
|
$341K |
| 4 |
Emerson Electric
EMR
|
$280K |
| 5 |
Hershey
HSY
|
$189K |
Sector Composition
| 1 | Technology | 2.17% |
| 2 | Financials | 1.47% |
| 3 | Healthcare | 1.12% |
| 4 | Consumer Discretionary | 0.9% |
| 5 | Consumer Staples | 0.56% |
