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
$157M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$16.8M
3
+$12.4M
4
MBB icon
iShares MBS ETF
MBB
+$11.7M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.68%
2 Healthcare 1.34%
3 Industrials 0.96%
4 Financials 0.9%
5 Consumer Staples 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.2K 0.01%
+943
77
$13K 0.01%
+282
78
$10.7K 0.01%
+43
79
$7.37K ﹤0.01%
+63
80
$5.92K ﹤0.01%
+71
81
$5.89K ﹤0.01%
+55
82
$184 ﹤0.01%
+19
83
$125 ﹤0.01%
+25
1 2 3
4