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
$197M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.27M
3
+$340K
4
META icon
Meta Platforms (Facebook)
META
+$318K
5
PH icon
Parker-Hannifin
PH
+$318K

Top Sells

1
+$3.52M
2
+$241K
3
+$218K
4
V icon
Visa
V
+$166K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$121K

Sector Composition

1 Technology 2.26%
2 Financials 1.43%
3 Healthcare 0.99%
4 Consumer Discretionary 0.97%
5 Communication Services 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,624
1 2
3