TWA
Tandem Wealth Advisors Portfolio holdings
AUM
$210M
1-Year Est. Return
8.57%
1 Year Est. Return
+8.57%
AUM
$202M
AUM Growth
+$11M
(+5.8%)
Holding
55
Top Buys
| 1 | +$6.75M | |
| 2 | +$5.85M | |
| 3 | +$5.02M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.59M |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$2.51M |
Top Sells
| 1 | +$8.12M | |
| 2 | +$7.44M | |
| 3 | +$6.51M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.13M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$805K |
Sector Composition
| 1 | Technology | 3.17% |
| 2 | Financials | 1.89% |
| 3 | Communication Services | 1.18% |
| 4 | Consumer Discretionary | 1.09% |
| 5 | Industrials | 0.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
GE HealthCare
GEHC
$33.3B
| – | – |
-4,934
|
|
||
52
Honeywell
HON
$126B
| – | – |
-1,316
|
|
||
53
iShares Core S&P Small-Cap ETF
IJR
$84.2B
| – | – |
-71,219
|
|
||
54
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.78B
| – | – |
-4,580
|
|
||
55
Invesco QQQ Trust
QQQ
$387B
| – | – |
-17,323
|
|