TWA

Tandem Wealth Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 12.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.18M
3
+$879K
4
MBB icon
iShares MBS ETF
MBB
+$424K
5
SHW icon
Sherwin-Williams
SHW
+$270K

Top Sells

1
+$1.17M
2
+$891K
3
+$341K
4
EMR icon
Emerson Electric
EMR
+$280K
5
HSY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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