TWA
Tandem Wealth Advisors Portfolio holdings
AUM
$223M
1-Year Est. Return
12.27%
This Fund
S&P 500
1 Year Est. Return
+12.27%
AUM
$210M
AUM Growth
+$8.1M
(+4%)
Holding
51
Top Buys
| 1 | +$12M | |
| 2 | +$2.78M | |
| 3 | +$1.09M | |
| 4 |
iShares MBS ETF
MBB
|
+$1.01M |
| 5 |
Boeing
BA
|
+$420K |
Top Sells
| 1 | +$7.34M | |
| 2 | +$5.02M | |
| 3 | +$1.48M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.03M |
| 5 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$606K |
Sector Composition
| 1 | Technology | 2.83% |
| 2 | Financials | 1.88% |
| 3 | Consumer Discretionary | 1.18% |
| 4 | Communication Services | 1.06% |
| 5 | Industrials | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Utilities ETF
VPU
$8.74B
| – | – |
-28,466
|
|