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

Top Buys

1 +$818K
2 +$423K
3 +$349K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$292K
5
MBB icon
iShares MBS ETF
MBB
+$285K

Top Sells

1 +$264K
2 +$141K
3 +$26.1K
4
NVDA icon
NVIDIA
NVDA
+$23.5K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.92K

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