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
$187M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$814K
2
+$407K
3
+$359K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$296K
5
MBB icon
iShares MBS ETF
MBB
+$283K

Top Sells

1
+$264K
2
+$129K
3
+$25.1K
4
NVDA icon
NVIDIA
NVDA
+$19.2K
5
DE icon
Deere & Co
DE
+$7.02K

Sector Composition

1 Technology 2.43%
2 Financials 1.41%
3 Healthcare 0.96%
4 Consumer Discretionary 0.82%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,324
1 2
3