TWA

Tandem Wealth Advisors Portfolio holdings

AUM $202M
1-Year Est. Return 9.41%
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
-$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$419K
3
+$235K
4
PANW icon
Palo Alto Networks
PANW
+$209K
5
AAPL icon
Apple
AAPL
+$204K

Top Sells

1
+$3.1M
2
+$1.61M
3
+$568K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$322K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$303K

Sector Composition

1 Technology 2.29%
2 Financials 1.68%
3 Healthcare 1.08%
4 Consumer Discretionary 1%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
51
Netflix
NFLX
$510B
$233K 0.12%
250
-8
FTNT icon
52
Fortinet
FTNT
$63.9B
$224K 0.12%
2,324
-224
PANW icon
53
Palo Alto Networks
PANW
$141B
$209K 0.11%
+1,225
ERIE icon
54
Erie Indemnity
ERIE
$16.6B
– –
-3,905
1 2
3